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Retail Banking Senior Investment Consultant (50K+ Base)Page Personnel
Retail Banking Senior Investment Consultant (50K+ Base)Page Personnel
Job Highlights
  • Attractive package with incentive
  • 24 days paid annual leave
Job Description

The successful candidate will partner with Top Tier Relationship Managers in developing and growing existing client relationships, by providing tailored-made investment advice and wealth solutions to ultra-high net worth clients.

Client Details

Our client is an international leading bank with a long presence, providing extensive wealth products and quality financial services to clients worldwide. As part of business expansion in Hong Kong, they are seeking a high caliber professional for the position of Wealth Planner/Investment Counsellor to join their team.

Description

  • Support Top Tier Relationship Managers to conduct financial reviews and provide tailored-made investment advice and wealth solutions to ultra-high net worth clients

  • Partner with Top Tier Relationship Managers in developing and growing existing client relationships through interpreting their diverse needs and delivering to exceed expectations

  • Report to Division Investment Head and work with a cluster of Top Tier Relationship Managers to build and grow high net worth clients portfolio

  • Maintain and develop a high level of product and technical expertise by working closely with internal product teams and business partners

Profile

  • Bachelor's degree with honours in Finance, Economics, Mathematics or a related discipline

  • Industrial experience as a wealth planner, Investment Counsellor or sales leader role in either retail, private, investment banks or fund houses

  • Solid knowledge of complex wealth products and solutions, economic dynamics, the impact of local market developments and regulatory requirement relevant to financial planning

  • Strong client centricity mindset and enthusiastic to provide the highest standards of delivery

  • Good analytical skills with ability to deliver needs based investment solutions

  • Licensed for promoting investment and insurance products is a must

  • Certified Financial Planner, Certified Financial Management Planner, Chartered Financial Analyst or other relevant qualification

  • Excellent communication skills in English, Cantonese and Mandarin

Job Offer

  • An attractive base salary with competitive year-end bonus

  • Progressive career development into Senior Investment Director or management role

  • Attractive benefits such as 24 days paid annual leave and health plus medical insurance coverage

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Olivia Xie on +852 2258 3411

Additional Information
Career Level
Middle
Qualification
Degree
Industry
Years of Experience
3 years
Employment Type
Full Time, Permanent
Company details
In 2010, Page Personnel was launched in Hong Kong, complementing the Michael Page offering. Recruiting across the full range of junior roles, we join an international network of Page Personnel offices. As part of the Page Group, we are able to leverage on over 30 years of international recruitment experience and expertise. This has enabled us to deliver the results that you want - the best employees available quickly and with minimum fuss.

So if you're looking to take your career to the next level, visit www.pagepersonnel.com.hk