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China Construction Bank (Asia) Corporation Limited
September 25, 2019
Contribute to the development and refinement of the vision and strategy for the business Managing the Type1 & Type 4 regulated activities of Private Banking Division Build and lead an effective and cohesive investment advisory team Liaise with internal department or external parties on new product development Working closely with PB management and RMs to provide timely market information and investment initiatives Conduct training/coaching to sales staff on market trend and product knowledge Enhance customer experience by providing portfolio advisory services and end-to-end solutions to meet customers' needs Ensure the team is in full compliance with the regulatory requirements as well as the internal compliance policies and guidelines
EXPERIENCE / KNOWLEDGE REQUIRED:
University graduate with 10 years banking experience in which at least 8 years in investment advisory services Qualifications in IIQE/HKSI related areas are required Possess CPWP certification or pass in relevant papers CFA or CFP will be an advantage Excellent communication skills in both English and Chinese (including Cantonese & Putonghua) Proactive, excellent team player with strong multi-tasking and organizational skills