Manager, Wealth Portfolio Management (Investment and Insurance Licensed)

Job Summary

Handle the investment and insurance wealth management referral from Wholesale Banking Group, Emerging Business. Provide one-stop solution on investment services to customers

Main Responsibilities

• Establish banking relationship with Wholesale Banking Group, Emerging Business banking customers on investment and insurance wealth management services
• Joint meeting with Wholesale Banking Group, Emerging Business relationship manager on investment business referral
• Provide end-to-end investment wealth management solution to customers
• Provide market/product updates to customers on regular basis.
• Ensure all activities are comply with regulatory and internal guidelines

Requirements

• University graduate
• HKSI with CFA/CFP definite advantage
• Qualifications in IIQE
• Minimum 5 years in banking industry related to wealth management business. Experience in Commercial wealth management business are preferred
• ECF RWM / Professional Role 1
• Ability to work independently and analyze situations with prioritize
• Attention to details with strong organizational and time management
• Able to communicate effectively with influencing
• Strong compliance mindset
• Good knowledge of PC application software including Excel & PowerPoint