- Source and develop new investment products for private wealth management clients.
- Promote and conduct briefing for front-line staff on investment and insurance products. Product briefing including selling process, product attributes and target clients.
- Work closely with risk manager, internal audit dept, legal and compliance dept and support units in the product due diligence process and prepare product operating manuals.
- Participate in promotional activities (e.g. seminars..etc)
- Degree holder with at least 5 years of relevant experience in private wealth management business.
- Passes in HKSI Licensing Examination Paper 1, 7 & 8 or equivalent
- Strong investment product knowledge and experience in product development process, with particular focus on mutual funds, structured products, securities financing. Insurance knowledge and project management skills will be an added advantage.
- Have strong communication skills, self-motivated and able to work under pressure
- Good command of English and Chinese, both Putonghua and Cantonese
Interested parties please send your FULL RESUME (in MS Word format) with availability, current and expected salary to firstname.lastname@example.org or you can call us at (852) 2520-0284 for more information.
For more job opportunities, please visit our career wonderland at http://www.levin.com.hk
To apply for this job, please send your CV to email@example.com