Associate Director, Executive Investment Advisor, WS

Standard Chartered Bank

Responsibilities 

  • Leading Portfolio Review conversations with clients
  • Focusing on growing the business, and empowering RMs with advisory skills and tools
  • Targeted engagement with high potential clients – aim to upgrade to Priority Private
  • Drive adoption of digital advisory tools 
  • Advisory focused RM training
  • Client seminars
  • Upgrade clients to Priority Private
  • Portfolio reviews for HNW clients
  • Conduct recurring client seminars
  • Coach RM to understand market and products

Our Ideal Candidate 

  • Degree holder
  • Investment management and within Banking background
  • Sales management
  • HKSI 1,7&8
更多工作資料
薪酬 薪金面議
工種
  • 銀行 · 金融服務 - 投資服務
  • 銀行 · 金融服務 - 私人銀行服務
  • 銀行 · 金融服務 - 風險管理
  • 銀行 · 金融服務 - 一般 · 其他
工作地點
  • 觀塘
僱用形式
  • 全職
教育程度
  • 學士

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