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A global and International Bank is looking for Investment Services Manager to work under their brokerage business which provides high net worth (US$1 million or above) clients with professional Investment advice.
Analyze clients' risk profile and financial condition, render advice and make recommendations to help achieving clients' financial goals.
Provide customized services and give professional advice on global equities, mutual funds, fixed income, futures and alternative investments.
Review and respond to clients' changing needs and financial circumstances.
Develop relationships with clients and acquire new clients through existing networks and internal business referrals.
Stay on top of market news, financial products development and industry trends.
Adhere to the professional and ethical standards set forth by regulatory bodies.
Ideally 5 to 10 years of working experience in the brokerage/related industry.
Knowledge and experience in investment products like global equities, mutual funds, fixed income, futures and alternative investments are essential.
University degree preferred.
Excellent communications & interpersonal skills.
Good command of English, Cantonese & Mandarin.
HKSI LE Paper 1, 7 & 8 or equivalent
An excellent opportunity to join a global platform that offers wide range of products to high net worth clients.