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Investment Consultant,Retail Banking(RMs are welcomed)

Investment Consultant,Retail Banking(RMs are welcomed)

RandstadHong Kong
30 天前
职位描述

job details

about the company.

This renowned regional bank, provides a wide range of financial products to High Net Worth Clients in Hong Kong. Our client is looking for an experienced investment product specialist to join their retail / semi private banking.

about the job.

  • You will work closely with the Relationship Managemen ...

t and Wealth Management teams in providing wealth management advisory services to HNW clients

  • You will provide technical and skills coaching for relationship managers to achieve branch sales objectives
  • You will engage in joint calls and meetings with customers regarding their investment needs
  • You will provide timely market and product updates to staff and customers

    • skills & experiences required.

  • You will possess degree or above in Business Administration or related disciplines
  • You will have min. 3 years experience in investment products in Retail Banking

    • Top performing Relationship Managers with solid investment product knowledge will also be considered.

  • You will have strong knowledge in financial marketing and be familiar with investment & wealth management products.
  • You will have good command of spoken and written English and Chinese

    • show more

    about the company.

    This renowned regional bank, provides a wide range of financial products to High Net Worth Clients in Hong Kong. Our client is looking for an experienced investment product specialist to join their retail / semi private banking.

    about the job.

  • You will work closely with the Relationship Management and Wealth Management teams in providing wealth management advisory services to HNW clients
  • You will provide technical and skills coaching for relationship managers to achieve branch sales objectives
  • You will engage in joint calls and meetings with customers regarding their investment needs
  • You will provide timely market and product updates to staff and customers

    • skills & experiences required.

  • You will possess degree or above in Business Administration or related disciplines
  • You will have min. 3 years experience in investment products in Retail Banking ...

    • Top performing Relationship Managers with solid investment product knowledge will also be considered.

  • You will have strong knowledge in financial marketing and be familiar with investment & wealth management products.
  • You will have good command of spoken and written English and Chinese

    • show more

    skills

    Investment Counsellor, Retail Banking, Investment Consultant, Relationship Manager, Funds, Bonds, FX, Equity,

    qualifications

    HKSI paper 1, 7, 8

    IIQE paper 1, 2, 3

    education

    Bachelor Degree

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    Investment • Hong Kong