SVP - Investment Solution (Product & IC)

we give you access to what we identify as being the best third-party investment solutions on the market. We place particular focus on the advice we provide with regard to the sustainability of investments.

Be Myjob Company Limited - Hong Kong - Full time

Salary: HK$75k - HK$85k

Responsibilities

  • · Identify and implement various asset class into product shelf (Structure product, investment fund, alternative investment, wealth planning)
  • · Understand Client'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 wealth management and relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
  • · Take initiative to provide latest market information to the wealth management clients and relationship managers
  • · Actively assist and coach relationship managers and investment consultant to explore clients needs and sales opportunities
  • · Review customers' assets and portfolios with customer relationship managers on a regular basis
  • · Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on investment products and carry out joint-call activities proactively
  • · Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
  • · Conduct customer portfolio analysis to identify cross-selling investment products opportunities

Requirement

  • · University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
  • · 5-10 years experience in investment advisory service, with good knowledge of global / local markets and investment products
  • · 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 written English and Chinese (Mandarin)
Apply
22633572

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