Job ref no.: CT3131189-01#7959

Investment Consultant - Private Banking

Global Associates

  • Provide market update, investment strategy, focus/ recommendation list, client meeting material, investment/ switching ideas to RMs and clients
  • Attend joint call with RMs if necessary and able to advise the tailor made portfolio to the clients.
  • Responsible for order quotation/ execution.
  • Work with product/business manager for the investment products related SOPs/ policy to ensure it’s workable and in compliance with regulatory requirement
  • Assist to implement the computer system buildup of the Wealth Management Banking Business
  • Perform ad hoc duties when necessary
  • Degree holder of Accounting, Finance and Business Administration or related disciplines
  • Minimum 6 years relevant experience in banking industry / financial institutions
  • Familiar with financial investment instruments and regulatory requirement
  • Good interpersonal and communication skills
  • Proficient in written and spoken English and Chinese, fluent in Mandarin is a must
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More job information
Job ref no. CT3131189-01#7959
Job Function
Employment Term
  • Permanent
  • 6 years
Career Level
  • Middle management level
  • Degree