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

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