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Job ref no.: CT3117041-01#0053
Cathay United Bank

Investment Advisor, Private Wealth Management

Cathay United Bank

Benefits
  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan

Cathay United Bank is a wholly owned subsidiary of Cathay Financial Holding Company, the largest financial holding company in Taiwan. The Bank’s Hong Kong Branch is currently looking for an Investment Advisor for its Private Wealth Management Department. This is an opportunity for a professional who would like to develop his/her career further with a bank which is currently growing in Hong Kong.

Responsibilities:

  • Work closely with relationship managers to maintain and facilitate the sales of investment products
  • Analyze the market trend and keep the clients updated with market information
  • Provide professional recommendations of investment products
  • Monitor customers’ loan portfolios and maintain credit quality
  • Ensure proper conduct and selling procedures are in place

Ideal candidates should possess:

  • Bachelor’s degree or equivalent in Business Studies, Finance or related discipline
  • At least 10 years’relevant work experience serving high net-worth clients
  • Knowledge of Banking Ordinance, Securities and Futures Ordinance and related Codes is preferred
  • Relevant Individual with SFC Type 1 license is a must
  • Excellent communication and interpersonal skills
  • Self-motivated with strong customer service mindset
  • Proficient in written and spoken English and Chinese (Mandarin & Cantonese) 

We offer attractive salary and fringe benefits. Interested parties please e-mail your full resume with current and expected salary by clicking Apply Now.

Personal information collected will be used for considering suitability for the post and strictly in accordance with our personal data policies. It is our policy to retain the personal data of unsuccessful applicants for future recruitment purposes for a period of maximum two years.

More job information
Job ref no. CT3117041-01#0053
Salary
  • N/A
Job Function
Industry
Location
  • Causeway Bay
Employment Term
  • Permanent
  • Full-time
Experience
  • 10 years
Career Level
  • Senior management level
Education
  • Degree