Investment Advisor - Top Tier Private Bank

Aston Carter Hong Kong
Hong Kong
Apr 20, 2018
Apr 24, 2018
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time

Job Description

  • Provide professional investment market updates and information for high net worth client
  • Partner with RMs for joint call/meeting and drive sales activities
  • Conduct regular review and analysis on customers' portfolios requirements
  • Identify existing and prospective customers' needs of financial services, including both products & services


  • University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFA, CFPCM preferred
  • Sound knowledge and at least 5 years' solid experiences in all-rounded investment products
  • Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth
  • Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace
  • Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal customers
  • Proactive, mature, independent, customer-focused, and pleasant
  • Proficient in both spoken and written English and Cantonese, Putonghua a definite plus
  • Candidate with less experience would be consider as assistant grade

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