AVP/VP, Asset Allocation Planner (Wealth Product Department)

Responsibilities: 

• Responsible for the implementation of asset allocation services for the institution/team served
• Responsible for product post-sales warnings and rebalancing, and management of asset allocation activities
• Responsible for referring complex needs to investment consultants, insurance consultants, and trust consultants
• Responsible for the production of auxiliary sales materials

Requirements:

• Full-time undergraduate or above, majoring in economics, finance, management, marketing, etc
• More than 5 years of work experience (inclusive), with experience in customer marketing at frontline
• Proficient in wealth management/asset allocation/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.