Vice President, Investment Advisory
China Construction Bank (Asia) Corporation Limited
Hong Kong
6天前

Main Responsibilities :

  • Manage PB product platform which offers a wide range of investment products (including but not limited to funds, FX, bonds, equities, structured products, insurance) at various risk levels to clients with different risk appetites and return expectations;
  • professional asset allocation and product specific advice must be provided

  • Leverage on the resources of CCBA and CCBI for product sourcing
  • Execute an open architecture strategy for sourcing products from third party providers
  • Recommend and follow up on due diligence and system enhancement for new products
  • Conduct market research, provide market commentary and product recommendations
  • Support Relationship Management Team and Business Development Team in marketing and client servicing for achieving revenue targets while ensuring compliance
  • Support new product launch and other related services
  • Ensure proper compliance of investment procedures and processing DisplayQualifications("- Relevant experience in the investment industry (wealth management platforms of major banks in Hong Kong) for not less than 10 years
  • Specialise in funds, FX, bonds, equities, structured products and / or insurance for not less than 5 years
  • Strong sales drive
  • Good team player
  • Strong business acumen and goal oriented
  • Good interpersonal and communication skills
  • Requirements : - Relevant experience in the investment industry (wealth management platforms of major banks in Hong Kong) for not less than 10 years

  • Specialise in funds, FX, bonds, equities, structured products and / or insurance for not less than 5 years
  • Strong sales drive
  • Good team player
  • Strong business acumen and goal oriented
  • Good interpersonal and communication skills
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