Recruit Ref: L059474407
Posting Date: 2025-01-22
CTBC Bank Co Ltd
CTBC Bank Co Ltd
Investment Consultant, Investment & Advisory Unit, Private Banking (PB-I&A-IC)

Responsibilities:

  • Support revenue generating activities by working closely with Relationship Managers and Product Managers;
  • Provide timely advisory service and appropriate investment solutions to the clients;
  • Enhance client understanding and promote utilization of full range of CTBC’s products, services and investment strategies in order to facilitate the investment advisory business; 
  • Ensure strict compliance with all internal policies and procedures, and all regulatory requirements in order to protect the Bank’s interests.

 

Requirements:

  • University degree in business or related disciplines; possession of CFA, CPWP or similar professional qualifications will be an advantage;
  • At least 10 years of work experience in the financial industry with at least 5 years as Investment Consultant or similar advisory roles;
  • Good communication and presentation skills;
  • Good command in written and spoken English and Chinese, especially Mandarin.

 

Competitive package will be offered to the right candidates. Please send resume with expected salary to Human Resources Manager of CTBC Bank Co., Ltd., 28/F, Two International Finance Centre, 8 Finance Street, Central, Hong Kong

All applications will be treated in strict confidence and all personal data collected will be used for recruitment purpose only.

* There may be a possibility of unauthorized interception in the transmission if the applicants choose to send their resume through e-mail without encryption or other safeguarding measures.


Summary
Industry:
Banking / Finance / Securities / Investments 
Job Position Level:
Middle 
Employment Term:
Full Time / Permanent 
Min. Edu. Level Req:
Bachelor 
Minimum QF Level attained:
-- 
Total Working Exp:
10 or above 
Salary(HKD):
-- (Monthly)
Location:
Central & Western District / Central
Benefits:
--
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