Investment Manager, Product & Investment - Private Banking (Ref: PI-PBD-VH-ICBCA )

Industrial and Commercial Bank of China ( Asia ) Limited; Hong Kong Island; On-site; HKD 500,000 - 900,000; Full time

Job summary

A financial institution seeks a product specialist for Private Banking Wealth Management in Hong Kong. The successful candidate will manage investment products, support relationship managers, and ensure adherence to sales conduct. A University degree, strong product knowledge, and excellent communication skills are essential. The position requires a minimum of 3 years of banking experience, with a salary range reflecting the level of expertise.

Qualifications

• At least 3 years related banking and technical experience.
• CFA, CFP, CPWP, holder of SFC / HKMA / Insurance license is ideal, but not a must.
• Good command of spoken and written English and Chinese including Putonghua.

Responsibilities

• Act as product specialist in Private Banking Wealth Management products.
• Initiate and monitor investment ideas.
• Prepare recommendations for investment products.

Skills

Investment Products Knowledge

Communication Skills

Analytical Skills

Education

University Degree or above in related subjects

Job description

Responsibilities:

• •Act as product specialist in Private Banking Wealth Management products to continue maintain, motivate and coordinate the sale of investment products, and working closely with relationship managers.
• •Initiate and monitor investment ideas.
• •Prepare recommendations for investment products.
• •Provide daily trade and administrative support.
• •Coach and motivate Relationship Managers.
• •Ensure sales conduct are in strict adherence.
• •Upgrade and maintain professionalism in investment.

Requirements:

• University Degree or above in related subjects.
• Strong investment products knowledge.
• CFA, CFP, CPWP, holder of SFC / HKMA / Insurance license is ideal, but not a must.
• At least 3 years related banking and technical experience .
• Excellent communication skill, writing skill and analytical skill.
• Good command of spoken and written English and Chinese including Putonghua.

To apply, please send full resume including present and expected salary to

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