Investment Consultant
BRS Limited
Hong Kong
14天前

Other Key Relationship

  • Our Client is a well-established bank with strong presence in Hong Kong. They are looking for suitable candidate to fill the above-mentioned position.
  • Job Description

  • Work with relationship managers to identify customer's needs and provide investment solutions
  • Coaches, develops and motivates sales staff to be proficient in promoting wealth management, insurance and investment-linked products
  • Monitor sales performance in respective branch districts to achieve business target
  • Provide daily market updates
  • Ensure sales activities are in compliance with established policies and procedures, and all regulatory requirements
  • Requirements

  • University graduates with relevant HKSI & IIQE licence. Professional qualification of CFA or CFP would be an advantage.
  • Minimum 5 years’ banking experience in relationship management and investment advisory
  • Strong knowledge in wealth management, insurance and investment-linked products
  • Good command of both English & Chinese, including Putonghua
  • Interested parties please forward your CV in Word Format with current and expected salary to bettyyeung brshk.com and cc to info brshk.com
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