Investment Counsellor, Private Banking (Welcome RM background)

3 days left

Employer
Cornerstone Global Partners
Location
Hong Kong, Hong Kong
Salary
Highly Competitive
Posted
Dec 23, 2020
Closes
Jan 22, 2021
Ref
9173356
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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