Investment Advisor, Wealth Management
Bank of East Asia Hong Kong Full-time
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About this role
Provide investment advisory services to BEA affluent and priority banking clients, recommending suitable investment products.
Responsibilities
- Manage a portfolio of wealth management clients and provide comprehensive investment advisory. Recommend and sell investment products including funds, bonds, equities and structured products. Conduct needs analysis and risk profiling. Monitor client portfolios and provide regular reviews. Achieve AUM and revenue targets.
Requirements
- Minimum 3 years investment advisory or wealth management experience. SFC Type 1 licensing required, Type 4 preferred. IIQE Paper 1, 3 and 5 required. Strong knowledge of investment markets and products. Cantonese and English required, Mandarin preferred.
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