Investment Specialist (Sales-focused)
Our client, an international prestige bank, with diversified businesses in Wealth Management, Corporate, Investment and Retail banking. With their continuous expansion in their wealth management business, an excellent opportunity has arisen for a high-calibre candidate to join them as an Investment Specialist.
Your primary duty is to give advice and recommend personalised investment portfolio for clients matching their risk analysis, whilst to provide regular updates, monitor and overseeing the performance the portfolios.
In addition, you will also be tasked with providing regular and suitable training on product knowledge, market updates and sales techniques to colleagues on investment related matters.
To order for this role, individuals must possess:
* University graduate with 3 years of working as portfolio counsellor, fund manager, financial advisor, etc.
* CFA holder will be added advantage
* Strong communication and interpersonal skills
* Good knowledge of investment products
* Knowledge of portfolio-optimizing software
* Excellent command in English and Cantonese
* Candidate MUST have SALES and BANKING experience
Interested parties, please send your updated resume (852) 3103 4369 or click APPLY NOW button quoting reference number 215074.
Data provided is for recruitment purposes only.