Job Responsibilities:

• Act as product specialist in Private Banking to maintain, motivate and coordinate the sale of investment products, and work closely with relationship managers to meet sale target

• Train relationship managers on product knowledge and monitor investment ideas

• Deliver investment ideas with clients through face-to-face/conference call

• Construct client portfolio proposal and review according to clients' needs

• Provide daily trade and administrative support

• Assist in product launch cycle, from due diligence to after-launch training and review

• Ensure sales conduct are in strict adherence

• Upgrade and maintain professionalism in investment

Job Requirements:

• University Degree or above in related subjects

• Strong investment products knowledge

• CFA, CPWP, holder of SFC / HKMA / Insurance license is ideal, but not a must

• At least 3 years related banking and wealth management experience

• Excellent communication skill, writing skill and analytical skill

• Good command of spoken and written English and Chinese including Putonghua

• Occasional travel required

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