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Job Responsibilities
Act as product specialist in Private Banking to maintain, motivate and coordinate the sale of investment products, and work closely with relationship managers to meet sale target
Train relationship managers on product knowledge and monitor investment ideas
Deliver investment ideas with clients through face-to-face/conference call
Construct client portfolio proposal and review according to clients' needs
Provide daily trade and administrative support
Assist in product launch cycle, from due diligence to after-launch training and review
Ensure sales conduct are in strict adherence
Upgrade and maintain professionalism in investment
Job Requirements
University Degree or above in related subjects
Strong investment products knowledge
CFA, CPWP, holder of SFC / HKMA / Insurance license is ideal, but not a must
At least 3 years related banking and wealth management experience
Excellent communication skill, writing skill and analytical skill
Good command of spoken and written English and Chinese including Putonghua
Occasional travel required