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

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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