INVESTMENT COUNSELLOR, RETAIL BANKING GREAT OPPORTUNITY recruitment
Our client is one of the leading local banks. They are expanding their wealth management business and they are now seeking for an experienced investment counsellor to join their private banking team.
Your main focus is to provide specialist investment advice to clients and Private Bankers to increase bank’s share of affluent market customers. You will provide advice on client portfolios based on sound asset allocation principles and by understanding client risk tolerance. In addition, you will actively generate new product ideas through understanding market/client needs and provide feedback to the central product team.
To be successful, you will be a degree holder with solid knowledge of financial markets and investment vehicles. You should have a minimum of 3 years Investment Advisory/ Front line Relationship Management experience. Qualifications in HKSI papers 1, 7 and 8 are required. Proficiency in English, Cantonese and Mandarin is essential.
For further information, please contact Kelvin Cheung at kelvin.cheung@hays.com.hk or call +852 2521 1474 for a confidential discussion.