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Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations.
Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution.
Take initiative to provide latest market information to the private banking customers and relationship managers.
Actively assist and coach relationship managers, explore customers' needs and sales opportunities.
Review customers' assets and portfolios with customer relationship managers on a regular basis.
Obtain quotation and dealing in securities
University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
Minimum of 5 years' experience in different investment products or private banking
Strong self-motivation and ability to work independently
knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs
Good understanding of financial markets and regulations
Strong communication and presentation skills
Proficiency in both English, Cantonese and Putonghua