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Employment Agency License No. 75342
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Investment Counsellor
Business Development | Financial Services | Hong Kong
Business Development | Financial Services | Hong Kong
About KPMG Executive Search and Recruitment
KPMG is a global network of professional services firms providing Audit, Tax and Advisory services. KPMG Executive Search and Recruitment is a business unit of KPMG China and is one of the few recruitment consultancy firms in Hong Kong that is part of a large professional organisation. We work alongside a group of professionals and advisors who provide us with a high level of insights and awareness about a wide range of businesses and professions. We support the clients and aim to provide a pleasant working experience for the clients and candidates.
The Client
A well-established securities brokerage.
Responsibilities
- Provide timely, all-rounded wealth advisory to support Private Banking and Trust Services frontline staff
- Sound knowledge in various products, the most updated and relevant wealth management solutions
- Provide regular market and strategy updates to sales teams
- Closely monitor the latest regulatory or Group compliance requirements to frontline sales
- Proactively explore sales propositions and investment opportunities
Requirements
- Degree holder with relevant majors
- Passed the Hong Kong Securities Institute Licensing Examinations
- Professional qualifications such as CFA, CFP or CFMP preferred
- Minimum of 7 years' experience in relevant industry in investment and banking products
- Strong sales and customer orientation, with good communication and interpersonal skills
- Self-motivation and ability to work under pressure
- Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
Applications
For information and application, please contact us at executive.recruitment.hk@kpmg.com. By submitting your application and communication with us, you agree to receive communications from us and agree our Personal Information Collection Statement in the following link: