
Associate Director, Executive Investment Advisor, WS
- 觀塘區觀塘
- 長期
- 全職
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
- Leading Portfolio Review conversations with clients
- Focusing on growing the business, and empowering RMs with advisory skills and tools
- Targeted engagement with high potential clients – aim to upgrade to Priority Private
- Drive adoption of digital advisory tools
- Advisory focused RM training
- Client seminars
- Upgrade clients to Priority Private
- Portfolio reviews for HNW clients
- Conduct recurring client seminars
- Coach RM to understand market and products
- Degree holder
- Investment management and within Banking background
- Sales management
- HKSI 1,7&8
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
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