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: 

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