Private Bank - Investment Counsellor (50K - 80K)
Full time
na Hays
no
Hong Kong
Publicado em April 17, 2024
Detalhes do emprego
Private Bank, Investment Counsellor, Investment Advisor, Investment Sales Your new company Our client is one of the largest Chinese Private Banks who is now looking for experienced Investment Counsellor to join their fast-growing team. The successful candidate will be responsible for providing investment support and guidance to clients, prospects, and Relationship Managers. Your new role
- Provide investment support, education, and guidance to clients, prospects, and Relationship Managers.
- Assess client needs, experience, expectations, and risk tolerance.
- Develop comprehensive investment strategies and asset allocation appropriate to clients.
- Monitor client portfolios for performance, appropriateness, and opportunity.
- Bachelor's degree in Finance or related discipline
- Minimum 5 years' experience as Investment Counsellor or Product Advisory in Private Banks; Investment Sales in Corporate Banking will also be considered
- Extensive knowledge in wealth management products and private banking
- Strong communications with proficiency in Cantonese, Mandarin and English
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