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Head of Investment Advisory, Private BankingChina Construction Bank (Asia) Corporation Limited
Head of Investment Advisory, Private BankingChina Construction Bank (Asia) Corporation Limited
Job Highlights
  • private banking
  • investment
  • advisor
Job Description

 

PRINCIPAL ACCOUNTABILITIES:

  • Contribute to the development and refinement of the vision and strategy for the business
  • Managing the Type1 & Type 4 regulated activities of Private Banking Division
  • Build and lead an effective and cohesive investment advisory team
  • Liaise with internal department or external parties on new product development
  • Working closely with PB management and RMs to provide timely market information and investment initiatives
  • Conduct training/coaching to sales staff on market trend and product knowledge
  • Enhance customer experience by providing portfolio advisory services and end-to-end solutions to meet customers' needs
  • Ensure the team is in full compliance with the regulatory requirements as well as the internal compliance policies and guidelines

 

EXPERIENCE / KNOWLEDGE REQUIRED:

 

 

  • University graduate with 10 years banking experience in which at least 8 years in investment advisory services
  • Qualifications in IIQE/HKSI related areas are required
  • Possess CPWP certification or pass in relevant papers
  • CFA or CFP will be an advantage
  • Excellent communication skills in both English and Chinese (including Cantonese & Putonghua)
  • Proactive, excellent team player with strong multi-tasking and organizational skills

 

Additional Information
Career Level
Senior
Qualification
Degree
Industry
Years of Experience
10 years
Employment Type
Full Time, Permanent
Company details

China Construction Bank (Asia) Corporation Limited [“CCB (Asia)”] is the retail and commercial business platform of China Construction Bank Corporation [“CCB”] in Hong Kong. As of June 30, 2017, CCB (Asia) has 50 branches in Hong Kong and offers a wide array of banking products and services to customers, including consumer banking services, commercial banking services, corporate banking services, private banking services and cross-border financial services, etc.

 

We’re inviting high caliber professionals to share our vision and mark our success together.