Investment Advisor - Top Tier Private Bank
- Employer
- Aston Carter Hong Kong
- Location
-
Hong Kong
Hong KongHong Kong
- Salary
- Competitive
- Posted
- Apr 20, 2018
- Closes
- May 22, 2018
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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
Requirements
- 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