Investment Counsellor, Offshore Banking

Fubon Bank

  • 香港
  • 長期
  • 全職
  • 2天前
Fubon Bank, an identity that reflects the commitment of providing customers with Value Banking Service - "Get More than You Expect" , is also a leading distributor of investment solutions and services, supported by a broad range of products, a talented and dynamic team.In line with our business expansion, we are inviting committed professionals to join our team. If you have the passion and belief that you can grow with our business, and contribute to our success, capitalize on this career opportunity.Responsibilities:
  • Provide investment support, education and guidance to clients, prospects and Relationship Managers
  • Assess client need, experience, expectations and risk tolerance
  • Deliver market updates and house views on timely basis and provide clear tactical strategy to Relationship Managers to enhance their functional competencies & professionalism. Develop comprehensive investment strategy and asset allocation appropriate to clients.
  • Coordinate execution of investment strategy with appropriate products and services
  • Monitor client portfolios for performance, appropriateness and opportunity
  • Provide updates on investment insights to clients / prospects and Relationship Managers.
  • Provide input and support for the development of new business initiatives and product enhancement
  • Identify and communicate issues or limitations related to product, platform, operations, systems or pricing
  • Maintain current knowledge of competitor investment capabilities, product offering and pricing policies
  • Ensure integrity of sales process and compliance with all FBHK and regulatory policies
Requirements:
  • University graduate in relevant disciplines is preferable
  • 3 years’ experience in financial industry preferable
  • Proven track record in investment advisory and/or investment sales in private wealth management, asset management, sell side or buy side;
  • Knowledge of private banking business onshore and/or offshore
  • Knowledge of competitive and regulatory environment
  • Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
  • Strong negotiation, complex problem resolution, communication and presentation skills
  • Sound judgment, keen sense of urgency, and high level of professional and personal integrity
  • Pass in HKSI Licensing Examinations and fulfill registration requirements for Relevant Individual (RI) & Technical Representation (TR)
  • Good communication skills
  • Proficiency in English and Mandarin
Please send your application DIRECTLY to Fubon Bank (Hong Kong) Limited, Human Resources Management Group via email: [email redacted, apply via Company website] with full resume quoting the above reference no.For other vacancies, please visit our website: www.fubonbank.com.hk*All personal data provided by job applicants will be used for recruitment purposes only in accordance with the Bank’s Personal Data Information Collection Statement, a copy of which is available on our website: http://www.fubonbank.com.hk/web/html/sh_careers_e.html

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