Investment Consultant, Wealth Management

Location: Hong Kong
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: HK$45000 - HK$53000 per month + Discretionary Bonus
REF: BBBH240116_1580466248

Our client has a reputable Banking Group with a well-established Wealth Management business within the retail affluent customer segment in Hong Kong. As part of continuous growth, an opportunity has arisen for an experienced Investment Consultant to join and play a crucial role in expanding the bank's business.

Reporting to Team Head and partnering with the district's Wealth Management Relationship Managers, you are responsible for developing an effective and customer-oriented selling approach and providing sound advice and training to front line staff based on thorough understanding of the affluent clients' financial objectives and risk appetite. With solid knowledge on investment products as well as the latest regulations and requirements, you will play a crucial role in driving the diversity and profitability of the bank's investment offerings whilst upholding and uplifting the bank's service standards for high-net-worth customers.

To qualify, individuals must possess:

  • A university degree in Finance, Business, Marketing or relevant disciplines
  • Minimum 5 years relevant experience in Retail Banking or Wealth Management
  • Experienced Relationship Managers with strong passion in investment product would be considered
  • Qualifications such as CFA / CFP would be strongly preferred
  • Team coaching experience will be valued
  • Strong communications skills, able to work with a variety of personalities
  • Good command of English and Chinese

Please submit your direct application here, or contact Chloe Yang on (852) 3101 4311 or quoting reference number CY 240116.
Data provided is for recruitment purposes only
Only shortlisted candidates will be contacted