H KGCB Investment Specialist Wealth Management

Citibank - More jobs by this advertiser
H KGCB Investment Specialist Wealth Management-19003394
Description
 
  • Give advice on portfolio issues and meet clients on  a regular basis.
  • Recommend tailor-made, individually-optimized, investment portfolio for clients
  • Monitor and oversee portfolio quality
  • Monitor portfolio performance of the business as a whole
  • Provide training to internal staff on portfolio-related matters
  • Give regular presentation to clients

Qualifications
 
  • University graduate in Finance or related discipline, preferably a CFA holder
  • Five years of relevant experience working as portfolio counselor, fund manager, financial advisor, etc
  • Strong communication and interpersonal skills
  • Strong analytical skill
  • Good knowledge of investment products
  • Knowledge of portfolio-optimizing software
  • Excellent command in English and Cantonese
  • Conversant in Mandarin is  a plus
  



12 February 2019
Location: Hong Kong Hong Kong
Work type:
Full time
Sector:
Banking and Financial Services
Profession:
Sales
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.


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