Responsibilities

• Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations
• Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
• Take initiative to provide latest market information to the private banking customers and relationship managers
• Actively assist and coach relationship managers, explore customers' needs and sales opportunities
• Review customers' assets and portfolios with customer relationship managers on a regular basis
• Obtain quotation and dealing in securities

Requirement

• University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
• Minimum of 5 years' experience in different investment products or private banking
• Strong self-motivation and ability to work independently
• knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs
• Good understanding of financial markets and regulations
• Strong communication and presentation skills
• Proficiency in both English, Cantonese and Putonghua

#LI-LC1

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .