Investment Consultant – Private Banking

Responsibilities:

• Assist frontline staff to identify suitable clients for marketing of products, prepare materials to clients and build up business base

• Provide timely advisory service and appropriate investment solutions to the clients;

• Enhance clients understanding and promote utilization of full range of bank’s products, services and investment strategies as well as facilitate the investment advisory business; 

• Ensure strict compliance with all internal policies and procedures, and all regulatory requirements.

Requirements:

• University degree in business or related disciplines; possession of CFA, CPWP or similar professional qualifications will be an advantage;

• At least 10 years of work experience in the financial industry with at least 5 years as Investment Consultant or similar advisory roles;

• Strong communication, interpersonal and analytical skills

• Proficiency in both English and Chinese, fluency in Putonghua an advantage

• This position is in scope for the Mandatory Reference Checking Scheme. For the details of the scheme, please refer to the website from The Hong Kong Association of Banks: https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2\