Wealth Investment Product Expert 投資顧問 - Hong Kong Business

原始資料於 2026-11-01 查閱；內容可能已更新，請查看原始職位。

To be successful you will need:
University degree with honors in economics, finance, business, mathematics or a related discipline
Solid relationship manager or sales role experience in either retail or private or commercial or investment banks or fund houses with a focus on the distribution of investment products
Sound investment consultation and presentation skills
Excellent interpersonal and communications skills, with the ability to work effectively as part of a team
Strong knowledge of all wealth management products and with expertise in customer portfolio management
Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager or other professional qualification preferred
Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin
#DISTRIBUTION2026
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (
Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks
).
Opening up a world of opportunity
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Issued by
The Hongkong and Shanghai Banking Corporation Limited.