Investment Consultant – Foreign Bank recruitment
Our client, a leading foreign bank is looking for an experienced Consultant in retail private banking sectors to join the organisation.
You aimed to provide coaching and support to sales team on sales technique and market information; co-ordinate sales initiatives with regard to latest market condition and investment product offering to boost up team's sales achievement. You will conduct joint customer interviews with relationship managers for priority Banking clients; review investment portfolio, give professional advise and ensure all compliance requirements related to investment products selling are well in place.
Requirements
- Degree holder, plus CFA preferred
- Minimum of five years of portfolio management, market research, product development experience in banking industry
- Extensive knowledge in wealth management products, e.g. FX, Bonds, ELN, Funds
- Sound knowledge in HK Banking practices and requlations
- Good awareness of competitive environment and economic climate
- Excellent financial skills and customer focus
- Fluent written and spoken English and Cantonese
To apply, please send a detailed resume to jc@connersconsulting.com
Only shortlisted candidates will be notified.
All data collected will be used for recruitment purposes only will be used strictly confidential.