AVP/VP, Investment Consultant (Retail Banking)

Responsibilities:

• Deliver briefings on investment perspectives, market trends, and product characteristics

• Provide investment strategies for customers

• Collaborate with relationship managers to meet customers and enhance their wealth product expertise

• Manage investment sales activities

 Requirements:

• Full-time undergraduate or above, majoring in economics, finance, management, etc

• More than 5 years of work experience

• Proficient in wealth management/investment portfolio concepts and working methods, and able to guide account managers to build professional capabilities

• Active thinking and strong service awareness, customer awareness, learning ability and stress resistance

• Possess professional qualities, strong work responsibility, communication and coordination skills, stress resistance and teamwork spirit

• Possess relevant financial management qualifications/certificates

Applicants of this job may be regarded as In-Scope Individuals of the Mandatory Reference Checking Scheme (MRC Scheme). Pursuant to the MRC scheme, our bank will conduct a mandatory reference check by requesting information from relevant former and current employers of applicants. For more details on the In-Scope Individuals, please visit https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme.