Responsibilities:

1. Deliver briefings on investment perspectives, market trends, and product characteristics
2. Provide investment strategies for customers
3. Collaborate with relationship managers to meet customers and enhance their wealth product expertise
4. Manage investment sales activities

Requirements:

1. Full-time undergraduate or above, majoring in economics, finance, management, etc
2. More than 5 years of work experience
3. Proficient in wealth management/investment portfolio concepts and working methods, and able to guide account managers to build professional capabilities
4. Active thinking and strong service awareness, customer awareness, learning ability and stress resistance
5. Possess professional qualities, strong work responsibility, communication and coordination skills, stress resistance and teamwork spirit
6. Possess relevant financial management qualifications/certificates

(Candidate with more experience will be considered as senior role.)

Applicants of this job may be regarded as In-Scope Individuals of the Mandatory Reference Checking Scheme (MRC Scheme). It is a standardised reference-checking arrangement that is designed to support the integrity of “authorized institutions” regulated by the Hong Kong Monetary Authority (HKMA). Pursuant to the MRC scheme, our bank will conduct a mandatory reference check by requesting information from each relevant former and current employer of applicants. For more details on the In-Scope Individuals, please visit https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2.