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Investment Consultant, Product and Investment, Private Banking Department

Posting Date:  May 28, 2023

Hong Kong, HK

Employment Status:  Permanent
Department:  Private Banking Department
Job Description: 
Job Responsibilities
  • Act as product specialist in Private Banking to maintain, motivate and coordinate the sale of investment products, and work closely with relationship managers to meet sale target
  • Train relationship managers on product knowledge and monitor investment ideas
  • Deliver investment ideas with clients through face-to-face/conference call
  • Construct client portfolio proposal and review according to clients' needs
  • Provide daily trade and administrative support
  • Assist in product launch cycle, from due diligence to after-launch training and review
  • Ensure sales conduct are in strict adherence
  • Upgrade and maintain professionalism in investment
Job Requirements
  • University Degree or above in related subjects
  • Strong investment products knowledge
  • CFA, CPWP, holder of SFC / HKMA / Insurance license is ideal, but not a must
  • At least 3 years related banking and wealth management experience
  • Excellent communication skill, writing skill and analytical skill
  • Good command of spoken and written English and Chinese including Putonghua
  • Occasional travel required