Director, Investment Counsellor, Private Bank
The Edge Partnership
Hong Kong
2天前

Some of the key responsibilities will include

  • Proactive in communicating multi-asset investment ideas to Private Bankers and high net worth clients within the Greater China Region
  • Drive advisory product ideas
  • Active monitoring of client investment portfolios and conducting portfolio reviews
  • Ensuring consistently high levels of client satisfaction by delivering comprehensive wealth management solutions for clients
  • To be eligible for this role you will require

  • A minimum of four years of client advisory experience in wealth management, premier or priority banking is mandatory
  • Excellent knowledge of global financial markets and current affairs.
  • Fluent in Cantonese and Mandarin as the role is required to communicate with clients in these languages
  • Linguistic proficiency and cultural awareness
  • Good analytic, communication, presentation skills
  • Passionate about client service. Persistent and persuasive
  • HKMA Relevant Individual, HKSI Licensed Individual and CPWP qualification will be a plus.
  • 报告这项工作
    checkmark

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    申請
    郵箱地址
    通過點擊“繼續”,我允許neuvoo同意處理我的數據並向我發送電子郵件提醒,詳見neuvoo的 隱私政策 。我可以隨時撤回我的同意或退訂。
    繼續
    申請表