Our Client is a Leading Bank, they are looking for high-caliber persons to fill the position.工作職責
As Investment Support and Advisory Role to drive the investment sales business (unit trusts, equity-linked deposit, currency-linked deposit and bonds, FX etc) to Offshore Banking / Private Banking front-line sales staff for meeting the designated sales targets
Grow the size of the investment customer base through proactive business solicitation
Provide investment advisory service to existing customers
Develop investment seminars for prospective high net worth clients
工作要求
University degree holder is a MUST
CFA / CPA / CPWP Holder is preferred
3 years’ investment advisory and/or investment sales Experience in Offshore Banking / Private Banking OR Asset Management
RI 1, 4 and HKSI 1, 7, 8 Holder
An energetic and confident team player with initiative and able to work independently
Strong analytical, problem-solving skills and able to manage confrontational issues
Able to exercise judgment, work under great pressure and liaise effectively with the various business units and supporting units
Excellent command of spoken and written Chinese and English including Cantonese and Putonghua
