Senior Wealth Management Advisor (Investment Specialist) RBD

Industrial and Commercial Bank of China (Asia) Limited (“ICBC (Asia)”) is the flagship of overseas business of Industrial and Commercial Bank of China Limited (“ICBC”) – currently the largest commercial bank in China, and it is one of the domestic systemically important banks (D-SIBs) in Hong Kong. Currently, ICBC (Asia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong.

It is engaged in commercial banking, investment banking and other financial services, including those of securities, insurance and funds, with a focus on commercial and retail banking as well as global market business. Chinese Mercantile Bank and ICBC Asset Management (Global) Company Limited, two wholly-owned subsidiaries of ICBC (Asia), specialize in Renminbi services in mainland China and ICBC’s global asset management business respectively.

Responsibilities

Possess strong investment knowledge with investment advisory experience is preferable Take initiative to provide up-to-date market information and have good understanding of global financial markets Provide investment sales coaching, training and sales advisory support Closely evaluate high net worth clients' investment portfolios by providing professional wealth management solutions to enhance clients' experience Prepare and implement district investment planning to achieve investment goals Be a positive member of wealth management sales team and build effective working relationship with branches and other teams Ensure self and team acivities are complying with relevant legal and regulatory requirements Requirements University degree level or above in related subjects Qualifications in HKSI and investment related license is required; CFA, CFP, or FRM is an advantage At least 5 years related banking or investment related field experience Excellent communication, analytical & presentation skill Possess rich investment selling exposure and strong motivational skill Fluent in Cantonese, English and Good in Mandarin Interested parties, please click "Apply Now" for application.

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