We are seeking high caliber and self-motivated candidates to join our team for our expansion.
- 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
- 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.
All applications will be treated in the strict confidence and personal data collected will be used for recruitment purpose only.