Wealth Investment Product Expert 投資顧問 - Hong Kong Business
Foreign bank · Large bank
Kowloon CityOn-site
Role overview
GCB 5
Some careers open more doors than others.
If you’re looking for a career where you can make a real impression, join the banking group and discover how valued you’ll be.
Whether you want a career that could take you to the top, or simply take you in an exciting new direction, the banking group offers opportunities, support and rewards that will take you further.
Retail Banking and Wealth (RBW) Hong Kong helps deliver on the banking group’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people.
Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.
Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of the banking group to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, the banking group Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a Wealth Investment Product Expert.
In this role you will:
As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions provide market updates to support Premier Relationship Managers exploring wealth investment opportunities.
Through joint meeting with Premier customers to understand customers’ needs and provide wealth investment solutions.
On top of joint meeting, Investment Product Expert provide investment product training & coaching to enhance Relationship Managers' product and market knowledge.
Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
Work closely with the Relationship Management and Wealth Management teams in providing specialist services in ...
Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager or other professional qualification preferred
Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin
