Head of Investment Advisory, Private Banking Head of Investment Advisory, Private Banking …

China Construction Bank (Asia) Corporation Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 06 Sep 19
Negotiable
China Construction Bank (Asia) Corporation Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 06 Sep 19
Negotiable
Supervise a team of Investment & Insurance Product Specialists to provide portfolio advisory services and end-to-end solutions to HNW clients for the Assets Under Management

PRINCIPAL ACCOUNTABILITIES:

Contribute to the development and refinement of the vision and strategy for the business
Managing the Type1 & Type 4 regulated activities of Private Banking Division
Build and lead an effective and cohesive investment advisory team
Liaise with internal department or external parties on new product development
Working closely with PB management and RMs to provide timely market information and investment initiatives
Conduct training/coaching to sales staff on market trend and product knowledge
Enhance customer experience by providing portfolio advisory services and end-to-end solutions to meet customers' needs
Ensure the team is in full compliance with the regulatory requirements as well as the internal compliance policies and guidelines


EXPERIENCE / KNOWLEDGE REQUIRED:

University graduate with 10 years banking experience in which at least 8 years in investment advisory services
Qualifications in IIQE/HKSI related areas are required
Possess CPWP certification or pass in relevant papers
CFA or CFP will be an advantage
Excellent communication skills in both English and Chinese (including Cantonese & Putonghua)
Proactive, excellent team player with strong multi-tasking and organizational skills

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