Wealth Strategist (IC)

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

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• Liaise with in house departments to produce internal market view to support business need<\/span><\/li>\n
• Conduct investment research & develop investment strategies on various markets and asset classes to meet customer investment need<\/span><\/li>\n
• Produce & deliver consistent market views & strategies to sales staff and public through various means.<\/span><\/li>\n
• Support various kinds of investment sales activities & client meeting<\/span><\/li>\n<\/ul>\n

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

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