Head of Investment Advisory, Private Banking
China Construction Bank (Asia) Corporation Limited
Hong Kong, Hong Kong
5天前
source : EFinancialCareers Ltd.

PRINCIPAL ACCOUNTABILITIES :

Contribute to the development and refinement of the vision and strategy for the business

Managing the Type1 & Type 4 regulated activities of Private Banking Division

Build and lead an effective and cohesive investment advisory team

Liaise with internal department or external parties on new product development

Working closely with PB management and RMs to provide timely market information and investment initiatives

Conduct training / coaching to sales staff on market trend and product knowledge

Enhance customer experience by providing portfolio advisory services and end-to-end solutions to meet customers' needs

Ensure the team is in full compliance with the regulatory requirements as well as the internal compliance policies and guidelines

EXPERIENCE / KNOWLEDGE REQUIRED :

University graduate with 10 years banking experience in which at least 8 years in investment advisory services

Qualifications in IIQE / HKSI related areas are required

Possess CPWP certification or pass in relevant papers

CFA or CFP will be an advantage

Excellent communication skills in both English and Chinese (including Cantonese & Putonghua)

Proactive, excellent team player with strong multi-tasking and organizational skills

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