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
Requirements
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