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H KGCB Investment Specialist Wealth Management
Citibank
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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.
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