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Responsibilities:
- Participate in target market definition, analysis of client needs and development of marketing and product enhancement strategies
- Participate in developing new banking products and services, contacting existing clients and establishing new client relationship
- Formulate investment portfolio and discuss with clients according to their investment and risk attitude
- Constantly monitor the performance of clients’ investment portfolio and suggest refining actions for clients to decide their preferable portfolio with the help of IA Group
- Perform annual client review to re-assess client’s risk profile, investment needs and other customer details
- Provides clients updated information including currency and interest rates, stock prices, etc. per instructions or on request
- Effect and complete transactions on behalf of clients accurately and timely
- Call potential or existing customers to develop new business and promote company services and products
Requirements:
- Degree holder
- Minimum 4 years' of relevant working experience in banking industry or investment business serving high net worth customers
- Sound knowledge of wide range of banking and investment products
- Excellent selling, relationship building and interpersonal skills
- Self initiative and able to work under pressure
- Professional licensing qualifications on HKSI LE Papers 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
- Good command of both written and spoken English and Chinese
Interested candidates, please forward your resume in WORD format to
[email protected]
quoting reference 'wy_RMPB1007w' in the subject line
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