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Morgan McKinley - Hong Kong

Investment Wealth Manager

Morgan McKinley Hong Kong
Mise en ligne il y a 22 jours CDI Competitive
Investment Wealth Manager
Conduct customer portfolio analysis to identify cross-selling investment products opportunities Funds performance analysis for prospecting purposes Lead a members of team in order to achieve sales tar

Responsibilities
  • Conduct customer portfolio analysis to identify cross-selling investment products opportunities
  • Funds performance analysis for prospecting purposes
  • Lead a members of team in order to achieve sales target by collaborating with team members through daily activities
  • Maintain high standard of relationship management to Clients
  • Host investment seminars and talk for existing and prospective customer
Requirements
  • Bachelor's degrees or above in Business or Finance related discipline
  • At least 5 years experiences in Banking or Investment firm focusing on Funds
  • Leadership experience would be more preferred
  • Excellent Market Knowledge
  • Excellent communication and interpersonal skills
Application

If this above description fits your experience and is something you would like to explore, please click 'Apply Now' to submit your resume to us.

Our specialist consultant will get in touch with you soon, if we find your profile suitable for this position or any other vacancies we are recruiting for.

Any questions, please feel free to contact Kelvin Yan at 3907 3915.

Référence  BBBH833649
À PROPOS DE CETTE ENTREPRISE
Hong Kong
48 Collaborateurs Ressources humaines
Morgan McKinley has been successfully connecting talented candidates with career opportunities for over 30 years. It’s in our DNA to Go Beyond – above...
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