Senior Wealth Management Advisor (Investment Specialist) RBD

Responsibilities:

• Possess strong investment knowledge with investment advisory experience is preferable
• Take initiative to provide up-to-date market information and have good understanding of global financial markets
• Provide investment sales coaching, training and sales advisory support 
• Closely evaluate high net worth clients' investment portfolios by providing professional wealth management solutions to enhance clients' experience
• Prepare and implement district investment planning to achieve investment goals
• Be a positive member of wealth management sales team and build effective working relationship with branches and other teams 
• Ensure self and team acivities are complying with relevant legal and regulatory requirements

Requirements:

• University degree level or above in related subjects
• Qualifications in HKSI and investment related license is required;  CFA, CFP,  or FRM is an advantage
• At least 5 years related banking or investment related field experience
• Excellent communication, analytical & presentation skill
• Possess rich investment selling exposure and strong motivational skill 
• Fluent in Cantonese, English and Good in Mandarin