Investment Consultant- Wealth Management
Job Title: | Investment Consultant- Wealth Management |
Contract Type: | Permanent |
Location: | Hong Kong, Hong Kong |
Industry: | Financial Services |
Reference: | BBBH6395_1528970984 |
Contact Name: | Eva Ho |
Contact Email: |
Job Description
About the Company
Our client is a renowned local bank with a strong reputation on their personal wealth management and financial services. With more than 200 branches in Hong Kong, they are now looking for a high caliber Investment Consultant to join the fast expanding team.
About the Role
Reporting to Branch Manager, you will formulate and implement business strategic plans to achieve the investment sales targets. You will also lead a team of Investment Sales Managers to devise and drive quality enhancement programs. Besides, you need to organize seminar, briefing and provide coaching to cascade market updates. Last but not least, you will review current sales process and identify areas for improvement in order to enhance sales quality and customers experience.
Requirements
- University graduate, with professional qualification such as CFA, CFP or CFMP an advantage
- Minimum of 5 years relevant experience with sound product and market knowledge
- Good leadership, interpersonal and communication skills
- Fulfilment of the competence requirements to carry out regulated activities as defined under the Securities and Future Ordinance
- Proficiency in both English and Chinese
Click "Apply Now" to apply for this position or call Eva Ho at +852 3180 4926 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.
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