Description
We are seeking a high-caliber professional to join our Private Banking team as a Senior Investment Counselor, reporting to the Head of Investment Advisory.
As a Senior Investment Counselor, you will focus on building close relationships with our high-net-worth customers, providing professional advice and premium service to them, and contributing to the profitability of the Bank.
Key responsibilities:
- Provide timely, all-rounded wealth advisory services to Private Banking and Trust Services clients
- Work closely with various product owners to get hold of the most updated and relevant wealth management solutions
- Provide topical market and strategy updates to sales teams on a regular basis
- Raise awareness of the latest regulatory or Group compliance requirements to frontline sales staff for their professional development
- Proactively communicate sales propositions and investment opportunities
Requirements:
- University degree with passes in the Hong Kong Securities Institute Licensing Examinations OR professional qualifications such as CFA, CFP or CFMP preferred
- Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
- Minimum of ten years' experience in selling investment and banking products
- Strong sales and customer orientation, with good communication and interpersonal skills
- Strong self-motivation and ability to work under pressure
- Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers