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Investment Counsellor, Private Banking (Welcome RM background)

Employer
Cornerstone Global Partners
Location
Hong Kong, Hong Kong
Salary
Highly Competitive
Closing date
Dec 18, 2020

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Job Description

Responsibilities
  • Understand client's investment orientation and asset status to deliver investment solutions to clients
  • Identify product specific opportunities and portfolio advice
  • Provide latest market information to clients and Relationship Managers
  • Actively assist and coach RMs to explore clients' needs

Requirements
  • Bachelor Degree holder in Business Administration or related subjects
  • Professional qualification such as CFA, CFP or CPWP is an advantage
  • Minimum 5 years of experience in private banking
  • Familiar with various wealth management products and able to advise portfolios and products accordingly
  • Understanding of financial markets and regulations
  • Strong communication and presentation skills
  • Proficient in Cantonese, Mandarin and English

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