Identify suitable clients for marketing of products Provide advisory service and appropriate investment solutions to the clients At least 10 years of work experience in the financial industry
Responsibilities:Assist frontline staff to identify suitable clients for marketing of products, prepare materials to clients and build up business base Provide timely advisory service and appropriate investment solutions to the clients;
Enhance clients understanding and promote utilization of full range of bank’s products, services and investment strategies as well as facilitate the investment advisory business;
Ensure strict compliance with all internal policies and procedures, and all regulatory requirements.
Requirements:University degree in business or related disciplines;
possession of CFA,
CPWP or similar professional qualifications will be an advantage;
At least 10 years of work experience in the financial industry with at least 5 years as Investment Consultant or similar advisory roles;
Strong communication, interpersonal and analytical skills Proficiency in both English and Chinese, fluency in Putonghua an advantage 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.