Investment Advisor, Semi-Private Banking

  • HKD55000 - HKD60000 per month HKD
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Randstad Hong Kong
  • 18 Sep 18 2018-09-18

As the Investment Advisor in a prestigious international banking in their semi-private sector, your prime responsibility will be to collaborate with Relationship Managers in the sector in deepening and growing client relationships through identifying client's needs and presenting relevant wealth solutions and technical analysis to clients.

  • Prestigious international bank
  • Attractive package with great benefits
  • Investment Advisor (to USD >1mil clients)

our client

Our client is a Well-established leading bank in Hong Kong, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an experienced investment professional to join their team catering their high-net-worth clients (> USD 1mil).

about the job

As the Investment Advisor, your prime responsibility will be:

  • To collaborate with Relationship Managers in semi-private banking sector in deepening and growing client relationships through identifying client's needs and presenting relevant wealth solutions and technical analysis to clients
  • Actively support the Relationship Managers to offer clients solutions that meet their needs and risk profile
  • Report to Division Investment Advisor and work with a cluster of Directors to build clients wealth portfolio
  • Maintain a high level of technical expertise by working closely with product team and product providers

skills and qualifications

  • University degree in Business Administration or other relevant qualification
  • Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Minimum 5 years' relevant experience in retail banking, with good knowledge of investment products
  • Good customer service orientation, interpersonal and communication skills
  • Strong self-motivation and ability to work independently
  • Proficiency in both English, Cantonese and Putonghua
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

If you have the right experience and skills for this role and would like to advance your career to the next level, please apply with your updated resume or contact Cathleen Chen (Senior Consultant - Retail Banking) at 852 2232 3482 for further discussion or email you updated resume to cathleen.chen@randstad.com.hk.