Investment Consultant

Posted on 2017-12-29
Client Information
Client Name: A foreign Private Bank
Client Description

Euro Search specializes in the search, selection, and placements of Banking and Finance services professionals. Strategically located in three main financial hubs in Asia, our network goes beyond the cities we are found. Thorough mapping of various roles in the entire APAC region enables us to revert with the best candidates within the fastest time span.

Our specialization in the banking and finance industry makes us stand out amongst our clients in top European, American and Regional financial institutions. We provide market intelligence and guidance throughout the whole recruitment process, as well as executing successful placements efficiently and in a timely manner.

Job Overview
Work Location:  Hong Kong
Type: Full-Time
Category: Private Banking / Wealth Mgt
Job Description

Job duties:

  • Actively support and drive front-line sales to achieve business growth of wealth management products
  • Collaborate and build effective partnership with branch managers and front-line sales to deliver sales target
  • Plan, organize and conduct training for sales force to equip them with necessary competencies to conduct selling activities
  • Support joint-call meetings, clients portfolio review, sales activities and promotions

Job requirements:

  • University degree in business related disciplines
  • Minimum 5 years’ relevant experience in banking/ financial services industry
  • Holder of relevant SFC licenses
  • Candidate with CFA or CFP qualification is preferred
  • Good analytical ability and excellent interpersonal skills