Investment Consultant/ Treasury Specialist 45-90K (Retail Banking)

📍 Location: Kowloon/ HK Island / NT
🏦 Client: A Leading International Bank
💼 Department: Retail Banking – Wealth Management (Branch-Based)

Responsibilities:

1. Build and maintain strong relationships with clients to understand their financial goals and investment strategies.

2. Provide personalized investment advice, considering clients' risk tolerance and investment objectives

3. Conduct in-depth analysis of financial markets, economic trends, and investment products.

4. Stay informed about global market developments to provide timely insights and recommendations to clients

5. Meet sales targets by effectively promoting investment products and services.

6. Identify opportunities for cross-selling additional banking and wealth management services

7. Conduct informational sessions and workshops to educate RM on investment strategies and market trends

8. Collaborate with internal teams to enhance service offerings and improve client satisfaction

Requirements:

1. Bachelor’s degree in finance, economics, business, or a related field; relevant professional certifications (e.g., CFA, CFP) are preferred

2. Previous experience in investment advisory, wealth management, or retail banking is typically required.

3. Strong analytical and quantitative skills, excellent communication and interpersonal abilities, and a strong client service orientation.

4. In-depth understanding of investment products, financial markets, and regulatory frameworks relevant to investment services.

For a confidential discussion, please WhatsApp Sienna Wong at 6061 8739.