Senior Wealth Management Advisor (Investment Specialist) RBD

Responsibilities:

1. Possess strong investment knowledge with investment advisory experience is preferable
2. Take initiative to provide up-to-date market information and have good understanding of global financial markets
3. Provide investment sales coaching, training and sales advisory support
4. Closely evaluate high net worth clients' investment portfolios by providing professional wealth management solutions to enhance clients' experience
5. Prepare and implement district investment planning to achieve investment goals
6. Be a positive member of wealth management sales team and build effective working relationship with branches and other teams
7. Ensure self and team acivities are complying with relevant legal and regulatory requirements

Requirements:

1. University degree level or above in related subjects
2. Qualifications in HKSI and investment related license is required; CFA, CFP, or FRM is an advantage
3. At least 5 years related banking or investment related field experience
4. Excellent communication, analytical & presentation skill
5. Possess rich investment selling exposure and strong motivational skill
6. Fluent in Cantonese, English and Good in Mandarin