Our Client - Top-tier Bank in Hong Kong
Our client(one of the top-tier banks in HK) offers a full spectrum of investment products and services to Retail Banking customers, from high-net-worth to mass segments across channels. They distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives.
Ideal Candidate:
- At least 3 years experience in investment advisory service is prefferred
- Relationship managers with 3-5 years of experience in retail banking indurstry with good knowledge of global / local markets and fund/ETF products are also welcomed
Key Duties:
- Give advice on portfolio issues and meet clients on a regular basis.
- Recommend tailor-made, individually-optimized, investment portfolio for clients
- Provide training to internal staff on portfolio-related matters
- Give regular presentation to clients
Requirements:
- University degree in Finance or related discipline, preferably a CFA holder
- Four years of relevant experience working as relationship manager, portfolio counselor, fund manager, financial advisor, etc
- Strong analytical and interpersonal skills
- Good knowledge of investment products and portfolio-optimizing software
- Proficency in English, Cantonese and Mandarin
