Senior Investment Consultant Senior Investment Consultant …

Global Sage Hong Kong
à Hong Kong
CDI, Plein-temps
Dernière candidature, 17 sept. 20
Salary Negotiable
Global Sage Hong Kong
à Hong Kong
CDI, Plein-temps
Dernière candidature, 17 sept. 20
Salary Negotiable
Senior Investment Consultant serving Greater China/Taiwan UHNW Clients in a global private bank

Responsibilities

  • Serve ultra high net worth clients in Greater China especially Taiwan and offer wealth management solutions to cater for their wealth protection & appreciation needs
  • Deep understanding of different asset classes, solicit and develop business from existing and referred UHNW clients
  • Maintain good relationship with UHNW clients. Conduct regular investment reviews to ensure customer satisfaction and retention of business
  • Expand client base through prospecting and increasing existing clients’ portfolio by cross-selling of existing or new products
  • Be familiar with regulatory requirements in Greater China especially Taiwan, ensure full compliance with internal and external requirements on relevant regulated activities

Requirements

  • Tertiary or university-level education, preferably in Finance, Business Administration or Economics
  • 15-20+ years of investment advisory or investment experience from private bank, wealth management platforms and/or asset managers
  • Self-motivated, proactive and sales-oriented
  • Good level of verbal English and Cantonese, native or very fluent Mandarin; Taiwanese dialect will be an added advantage

Interested parties, please send in your resume in MSWord format to resumes@globalsage.com with current and expected salary.  Regretfully only shortlisted candidates will be notified.

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