Private Banking Investment Advisor

Our client is looking for Private Banking Investment Advisor with over 5 years work experience in risk management and credit review related to banking. They will provide attractive package and good career development.

Main Responsibilities:

1.        Provide exclusive investment solutions to Private Banking clients and professional investment advisory.

2.        Support relationship manager in identifying, developing and securing new clients.

3.        Follow and analyze market trends, research client’s demands, to provide suggestion to product development, client service and marketing events.

4.        Training and other related works.

The  Successful Candidate:

1.        Education: Full-time Master Degree or above in Finance, Economics, Investment Management.

2.        Expertise:

•  At  least 8 years experience in Banking, Securities, Insurance, Trusts, Investment, Tax, Legal services, including 5 years(or above) experience related to Investment Management.

•  Capable to independently analyze and provide investment solutions that meet client’s demands.

•  Familiar with policies and regulations both in China and overseas , with deep understanding of Capital Market and operation of  Commercial and Investment banks.

•  CFA, CFP, CPA holders preferred; overseas work experience preferred.

    3.  Personal Qualities: High sense of responsibility, good communication and coordination skills, quick learner and good teamwork , no past negative record.