Job Overview
Achieve various business objectives
Serve HNW customers assigned by the company
Exploit and engage HNW customers and sales channels
Propagate the latest investment advice and wealth management products
Promote corporate branding
Enhance the customer experience
Support sales initiatives organized by the Company
Requirements:
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University degree in Finance andEconomics, or other relevant disciplines.
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Minimum 3 years’ relevant experience in financial services, with good knowledge of investment products.
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Qualified in SFC Type 1 license is required.
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The professional qualification of CFA or CFA is an advantage.
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Good interpersonal, communication, presentation and analytical skills
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High level of customer centricity mindset with a dedication to delivering exceptional quality services for customers.
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Meticulous, self-motivated, and strong drive to succeed and the ability to work independently as well as being a good team player.
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Excellent in spoken and written Mandarin, Chinese, and English.
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Personal data collected will be used for recruitment purposes only.
www.cissgroup.hk
Job Detail
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Career LevelManager
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Experience3 Years
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INDUSTRYFinancial Services
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QualificationBachelor Degree