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Task with the full accountabilities from MF product selection, bilingual product research and investment advisory/training to IC and PWM bankers across Greater China region.
Identify opportunities to make qualified referrals to Investment Counsellors to ensure that client needs are met.
Address and resolve any customer issue or concern presented in an incoming call / meetings. Escalate complex or unresolved escalated customer situations.
Provide views on fund selection and deepen relationships with relationship managers.
Ideal Candidate Requirements:
Degree holder in Finance/ Economics/ Accounting or related disciplines.
5 years of relevant MF /Investment Advisory and Product Management experience with strong financial product knowledge, asset allocation and portfolio management exposure acquired from Wealth Management/Asset Management sector.
Excellent presentation, interpersonal and influencing skills, with ability to elaborate on and explain complex investment/capital market ideas.
Independent, goal-oriented and determined as well as customer-driven and service-oriented.
Fluent communication skills in written and verbal English, Mandarin and Cantonese.