Personal Banking - Investment Specialist

Job description

Role Overview

Give advice on portfolio issues and meet clients on a regular basis.

Recommend tailor-made, individually-optimized, investment portfolio for clients

Monitor and oversee portfolio quality

Monitor portfolio performance of the business as a whole

Provide training to internal staff on portfolio-related matters

Give regular presentation to clients

Ideal Profile

University graduate in Finance or related discipline, preferably a CFA holder

Five years of relevant experience working as relationship manager, portfolio counselor, fund manager, financial advisor, etc

Strong communication and interpersonal skills

Strong analytical skill

Good knowledge of investment products and portfolio-optimizing software

Excellent command in English, Cantonese and Mandarin

Certified Retail Wealth Professional (CRWP) is preferred