Responsibilities

• Providing high personalized investment advice and services to high net worth customers
• Coaching and assisting Relationship Manager to achieve the sales goals
• Formulating investment strategies to capture market opportunities

Requirements

• Degree holder in Business Administration, Finance or related discipline
• Minimum 10 years’ solid experience in serving high net-worth clients and portfolio management
• Qualifications in IIQAS and HKSI
• Professional certifications CFP/CFA an advantage
• Sound knowledge in investment and wealth management products
• Detail-minded with good analytics and interpersonal skill
• Proficiency in both written and spoken English, Chinese and Putonghua

We offer successful candidates an attractive remuneration package. For Candidates who are willing to take up the challenge and build a bright career with us, please send a resume with a cover letter by e-mail at hrp@cmbwinglungbank.com.