...ry.
~ Licensed for selling investment products - HKSI LE Paper 1,7 & 8 or equivalent.
~ Professional certifications such as CFA, CFP, CRWP, FRM and CMT will be an advantage.
~ Sufficient experience, good market sense and strong knowledge on investment markets & p...
Bank of China
香港島
6 天前
...
Requirement
University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
Minimum of 5 years' experience in different investment products or private banking
Strong self-motivat...
Bank of China
香港島
4 天前
...gree holder with 12 years+/- relevant investment counselor & advisory/ portfolio management
Holder of a Certified Financial Planner (CFP) certification or Chartered Financial Analyst (CFA) designation is preferred
Profound understanding of complex products in order to ...
Projob21.com Ltd.
香港島
2 天前
...er or above with major in Accounting, Finance, Business or related disciplines
Professional qualification in CPA / CMA / CIMA / CFA /CFP / AHKIB is a plus
Strong analytical skills and critical mindset, capable of examining and analyzing financial and management informa...
Bank of China
香港島
5 天前
HKD 18k - HKD 38k /月
...Medical Coverage and other Career Benefits
專業在職培訓 / Professional Training Program
良好發展及晉升機會 / Excellent Career Prospect
贊助考取CFP及CFA / Subsidy for CFP and CFA
入職要求 Requirements:
積極主動, 有上進心及良好溝通技巧
大學畢業
Attractive package, comprehensive training progr...
...es and customer-oriented with good communication skills;
Have a strong passion in developing in the field of insurance, passed in CFP education modules is an advantage;
Proficient in both spoken and written Chinese and English, fluent in Putonghua is a must.
...
...e in Relationship Management, preferable with connections in HNW clients
~ Degree holder in Finance or related disciplines, CFA or CFP preferred
~ Pass in HKSI licensing examination
~ Good communication in sound knowledge in investment products
What you need...
...d to succeed
~ Bachelor's degree in Finance, Economics, Business, or a related field. Advanced degrees or certifications (e.g., CFA, CFP) are highly desirable.
~2. Extensive experience as a relationship manager in private banking, preferably with a senior wealth mana...