Investment Counsellor, Private Banking (Welcome RM background) Investment Counsellor, Private Banking (Welcome RM  …

Cornerstone Global Partners
in Hong Kong
Permanent, Full time
Last application, 12 Jan 21
Highly Competitive
Cornerstone Global Partners
in Hong Kong
Permanent, Full time
Last application, 12 Jan 21
Highly Competitive
Our client is one of the first batch of joint-stock commercial banks in Mainland China, and was ranked one of the top 50 world banks by the banker magazine in the UK. With their continuous growth and expansion, they are looking to hire a high caliber professional in to join the Private Banking department as Investment Counsellor to support the growth of business.

Job Description

Responsibilities

  • Understand client’s investment orientation and asset status to deliver investment solutions to clients
  • Identify product specific opportunities and portfolio advice
  • Provide latest market information to clients and Relationship Managers
  • Actively assist and coach RMs to explore clients’ needs

Requirements

  • Bachelor Degree holder in Business Administration or related subjects
  • Professional qualification such as CFA, CFP or CPWP is an advantage
  • Minimum 5 years of experience in private banking
  • Familiar with various wealth management products and able to advise portfolios and products accordingly
  • Understanding of financial markets and regulations
  • Strong communication and presentation skills
  • Proficient in Cantonese, Mandarin and English

 

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