Senior Wealth Specialist/Wealth Specialist

Responsibilities:<\/span><\/strong><\/span><\/p>

• Provide investment views & conduct briefings on investment market trend and investment products features.<\/span><\/p><\/li>

• Deliver investment strategies to meet customer investment needs.<\/p><\/li>

• Support various kinds of investment sales activities & client meeting.<\/p><\/li>

• Provide coaching on a wide range of investment products as well as technical trainings to sales staff. <\/span><\/p><\/li><\/ul>

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  Requirements:<\/span><\/strong><\/span><\/p>

  • Bachelor Degree or above with major in Finance, Economics or related discipline.<\/span><\/li>
  • 5 years (Senior Wealth Specialist) \/ 3 years (Wealth Specialist) of relevant working experience in Banking \/ Financial industry.<\/li>
  • Licensed for selling investment products - HKSI LE Paper 1,7 & 8 or equivalent.<\/li>
  • Professional certifications such as CFA, CFP, CRWP, FRM and CMT will be an advantage.<\/li>
  • 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.<\/li>
  • Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure.<\/li>
  • Enthusiasm in achieving goals.<\/li>
  • Excellent command of spoken and written English and Chinese, and Putunghua is essential.<\/li>
  • Willing to travel overseas & Mainland China.<\/li><\/ul>"