Investment Advisor - Top Tier Private Bank

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