Our client is a top leading bank, and they are seeking the right candidates for the position of Investment Specialist/ Treasury Specialist from all levels to join their banking teams.

Responsibilities:

• Build and maintain strong relationships with clients to understand their financial goals and investment strategies.
• Provide personalized investment advice, considering clients' risk tolerance and investment objectives
• Conduct in-depth analysis of financial markets, economic trends, and investment products.
• Stay informed about global market developments to provide timely insights and recommendations to clients
• Meet sales targets by effectively promoting investment products and services.
• Identify opportunities for cross-selling additional banking and wealth management services
• Conduct informational sessions and workshops to educate RM on investment strategies and market trends
• Collaborate with internal teams to enhance service offerings and improve client satisfaction

Requirements:

• Bachelor’s degree in finance, economics, business, or a related field; relevant professional certifications (e.g., CFA, CFP) are preferred
• Previous experience in investment advisory, wealth management, or retail banking is typically required.
• Strong analytical and quantitative skills, excellent communication and interpersonal abilities, and a strong client service orientation.
• In-depth understanding of investment products, financial markets, and regulatory frameworks relevant to investment services.

Interested parties, please click on below button “Apply Now”. For a confidential discussion, please contact Andy Ho at (852) 2562 8611.