Bachelor degree or above, in relation to banking industry or financial fields 5 years experience with CPWP, CFP is preferable.
To provide clients with critical market dynamics, investment ideas Job Descriptions: To deepen existing client relationships and acquire new clients through own network To provide clients with critical market dynamics, investment ideas, concepts of asset protection and transition To match clients’ needs with effective and comprehensive product solutions To successfully constitute clients’ portfolios and closely monitor their positions along with the market trends To ensure high levels of client satisfaction by matching the frequency and intensity of contact with clients’ preference, which requires frequent travels between HK and TW mainly
Requirements:Bachelor degree or above, in relation to banking industry or financial fields
HKMA/SFC/IA for Regulated Activity Type 1 and Type 4 and
IIQE Paper 1 & 3 is required Relevant working experience for more than 5 years with CPWP, CFP is preferable This position is in scope for the Mandatory Reference Checking Scheme.
For the details of the scheme, please refer to the website from The Hong Kong Association of Banks: Data from employment applications will be kept confidential and used only for the purpose of selection.
Applications not being contacted within 2 months may consider their applications unsuccessful.
Our Bank will retain the applications for a maximum of one year for future suitable openings.