Provide investment views & conduct briefings on investment market trend and investment products features.
Deliver investment strategies to meet customer investment needs.
Support various kinds of investment sales activities & client meeting.
Provide coaching on a wide range of investment products as well as technical trainings to sales staff.
Requirements:
Bachelor Degree or above with major in Finance, Economics or related discipline.
5 years (Senior Wealth Specialist) / 3 years (Wealth Specialist) of relevant working experience in Banking / Financial industry.
Licensed for selling investment products - HKSI LE Paper 1,7 & 8 or equivalent.
Professional certifications such as CFA, CFP, CRWP, FRM and CMT will be an advantage.
Sufficient experience, good market sense and strong knowledge on investment markets & products, including but not limited to bonds, equities, commodities & FX, Unit Trust & Structured Products.
Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure.
Enthusiasm in achieving goals.
Excellent command of spoken and written English and Chinese, and Putunghua is essential.
