Retail Banking- Investment Specialist/ Treasury Specialist 55-62K (Welcome RM to Apply)

WallStone Partners

  • Central, Hong Kong
  • $55,000-62,000 per month
  • Permanent
  • Full-time
  • 7 days ago
WallStone Partners has been dedicated to excellence in providing executive search consulting to the international companies based in operating from Hong Kong & Asia. Our reputation is based on our successful track record, creative and consultative approach, and commitment to quality, integrity and professionalism as well as an ability to develop enduring, effective working relationships.Our client is a top leading bank, and they are seeking the right candidates for the position of Investment Specialist/ Treasury Specialist from all levels to join their banking teams.Responsibilities:
  • Build and maintain strong relationships with clients to understand their financial goals and investment strategies.
  • Provide personalized investment advice, considering clients' risk tolerance and investment objectives
  • Conduct in-depth analysis of financial markets, economic trends, and investment products.
  • Stay informed about global market developments to provide timely insights and recommendations to clients
  • Meet sales targets by effectively promoting investment products and services.
  • Identify opportunities for cross-selling additional banking and wealth management services
  • Conduct informational sessions and workshops to educate RM on investment strategies and market trends
  • Collaborate with internal teams to enhance service offerings and improve client satisfaction
Requirements:
  • Bachelor’s degree in finance, economics, business, or a related field; relevant professional certifications (e.g., CFA, CFP) are preferred
  • Previous experience in investment advisory, wealth management, or retail banking is typically required.
  • Strong analytical and quantitative skills, excellent communication and interpersonal abilities, and a strong client service orientation.
  • In-depth understanding of investment products, financial markets, and regulatory frameworks relevant to investment services.
Interested parties, please click on below button “Apply Now”. For a confidential discussion, please contact Andy Ho at (852) 2562 8611.

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