Investment Counsellor, Private Wealth Management Investment Counsellor, Private Wealth Management …

Talent Axis
in Hong Kong
Permanent, Full time
Last application, 28 Nov 21
67000
Talent Axis
in Hong Kong
Permanent, Full time
Last application, 28 Nov 21
67000
Posted by:
Georgiana Tso • Recruiter
Posted by:
Georgiana Tso
Recruiter
Giving investment advice to retail and HNW customers

Investment Counsellor, Private Wealth Management [Banking]

Role and responsibilities:

  • To work closely with the Relationship Managers in providing wealth management advisory services to retail and high net-worth customers
  • To provide technical and skills coaching for relationship managers to achieve business goal
  • To provide timely and updated market and new product trends to clients and internal staff

Requirements:

  • Degree holder in Business Administration or other related disciplines
  • At least 3 years’ experience in investment products in Retail Banking and Wealth Management
  • Possesses strong knowledge in financial market and familiar with investment & wealth management products.
  • High proficiency in both spoken and written English and Chinese, including Putonghua

 

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