To develop and advise on wealth management product development
We are assisting a PRC financial institution to seek high calibre candidates to apply for the above post.
- Serve as an active participant in meetings with current and prospective clients
- Assist in the coordination of wealth management product development initiatives
- Work collaboratively with team members in the creation of marketing material including fact sheets, pitch books, roadshow materials etc.
- Review reporting materials for existing clients and respond to client reporting inquiries on a timely basis
- 5 – 7 years’ relevant wealth management product experience in financial institutions
- Strong proficiency with PowerPoint and Excel, including experience using MS Office software to produce high quality presentations
- Excellent oral and written communication skills particularly in Putonghua (native Putonghua speakers preferred)
- Strong organization, facilitation, collaboration and multi-tasking skills
- CFA is preferred
Interested parties please send your FULL RESUME (in MS Word format) with availability, current and expected salary to email@example.com or you can call us at (852) 2520-0284 for more information.
For more job opportunities, please visit our career wonderland at http://www.levin.com.hk