Top Tier Chinese Bank - Private Bank Investment Advisor

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Aston Carter Hong Kong
  • 14 Oct 18

Our client is a top tier Chinese bank and currently looking for an experienced Investment Advisor to join their Private Bank Department.

Job Description

  • Provide professional investment market updates and information for high net worth client
  • Partner with RMs for joint call/meeting and drive sales activities
  • Conduct regular review and analysis on customers’ portfolios requirements
  • Identify existing and prospective customers' needs of financial services, including both products & services


  • University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFA, CFPCM preferred
  • Sound knowledge and at least 5 years' solid experiences in all-rounded investment products
  • Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace
  • Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal customers
  • Proactive, mature, independent, customer-focused, and pleasant
  • Proficient in both spoken and written English and Cantonese, Putonghua a definite plus