Assistant VP (Investment Advisory) - CMB Wing Lung Bank

Responsibilities:

1. Deliver briefings on investment perspectives, market trends, and product characteristics

2. Provide investment strategies for customers

3. Collaborate with relationship managers to meet customers and enhance their wealth product expertise

4. Manage investment sales activities

Requirements:

1. Full-time undergraduate or above, majoring in economics, finance, management, etc

2. More than 5 years of work experience

3. Proficient in wealth management/investment portfolio concepts and working methods, and able to guide account managers to build professional capabilities

4. Active thinking and strong service awareness, customer awareness, learning ability and stress resistance

5. Possess professional qualities, strong work responsibility, communication and coordination skills, stress resistance and teamwork spirit

6. Possess relevant financial management qualifications/certificates