(Senior) Investment Consultant, Private Banking

Hong Kong Job Consulting
Hong Kong, Hong Kong
60000 up + Bonus
05 Jan 2022
09 Jan 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
  • Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations
  • Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
  • Take initiative to provide latest market information to the private banking customers and relationship managers
  • Actively assist and coach relationship managers, explore customers' needs and sales opportunities
  • Review customers' assets and portfolios with customer relationship managers on a regular basis
  • Obtain quotation and dealing in securities

  • Master's degree of Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
  • Minimum of 5 years' experience in different investment products or private banking
  • Strong self-motivation and ability to work independently
  • knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs
  • Good understanding of financial markets and regulations
  • Strong communication and presentation skills
  • Proficiency in both English, Putonghua and Cantonese
  • Candidates who are immediately available are preferred

Interested parties please send your resume in word format with current & expected salary and notice period to sharon@hkjobc.com. For details, please feel free to contact Sharon Kwok at 9201 5237.

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