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Posted on 2023-03-15
Investment Consultant (Private Wealth Management Department)
Job MatcherResponsibilities:
- Provide market insights, investment advices to the relationship manager
- Develop suitable financial strategies to high net worth clients
- Analyze clients investment portfolios and understand clients’ financial needs
- Design and review investment portfolios for high net worth customers
- Provide investment solutions to current and prospective clients
- Support joint-call meetings, clients portfolio review, sales activities and promotions
Requirements:
- Degree or above in Finance, Economics, Business or related disciplines
- Minimum 8 years of solid experience in investment consulting and business development
- Sound knowledge in investment products. Experience in providing training / briefing for frontline channels
- Good command of written & spoken English and mandarin
- Good network with external product providers
- Regulatory knowledge in SFC Type 1 and Type 4 licensed activities
- License holder of SFC Type 1 and Type 4 licensed representative / Responsible officer
We offer attractive remuneration package and fringe benefits to the right candidate. Interested applicants please send detailed resume stating present & expected salary and date of availability to Human Resources Department. To apply for this position, please simply click “Apply Now”.
All applications will be treated in the strict confidence and personal data collected will be used for recruitment purpose only.
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Company Overview
PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD. is one of the fastest growing financial conglomerate in the People's Republic of China. The Group's activities include insurance, banking, asset management, securities and trust. We are a listed company on the main board of The Stock Exchange of Hong Kong Limited and Shanghai Stock Exchange. (“Ping An”, SEHK 2318, SSE 601318).
Ping An Securities Company Ltd., whose predecessor was a securities department, was set up in Shenzhen in Aug. 1991. With strong support from the Group, its brand name and financial strength developed in the past two decades, Ping An Securities Company Ltd has grown to become one of the major Securities Company in the main stream of the industry.
We are seeking high caliber and self-motivated candidates to join our team for our expansion.
