In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
To be responsible for identifying, developing and maintaining major client relationships and advising them on investments according to their requirements after assessing their needs, desires and risk profiles
To conduct regular review on clients' accounts and portfolios
To ensure that all the established procedures and compliance guidelines including relevant code of conduct and banking practice relating to Private Banking and securities services are strictly compiled
University graduate, with a minimum of 8 years' relevant experience and proven track record in banking (preferably private banking), credit and marketing
Passed the Hong Kong Securities Institute Licensing Examination or qualification of Certified Private Wealth Professional (CPWP) is preferred
Good knowledge of credit, risk control and investment products
A team player with good marketing, leadership and interpersonal skills
Strong presentation and communication skills
Proficiency in both spoken and written English and Chinese, Putonghua an advantage
Please apply online via the BEA Careers website at https://careers.hkbea.com/psp/hcmprd/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=UFOCUS=Applicant&SiteId=1&JobOpeningId=1671&PostingSeq=1 or by clicking the "Apply Now" button below. Kindly note that if you are a new user, you have to first create your User Profile before you can apply.