香港零售銀行招聘IC/IS (HKD 35 - 70K/ 三年RM經驗即可申請)

Your new company

A leading global financial institution renowned for its comprehensive suite of wealth management services, it offers an integrated platform that empowers clients to achieve their financial goals through personalised banking, investment, and insurance solutions. Relationship Managers play a pivotal role in cultivating long-term client relationships, identifying cross-selling opportunities, and ensuring all engagements adhere to the highest standards of regulatory compliance. Working alongside them, Investment Specialists provide strategic portfolio advisory based on rigorous market analysis and client-specific objectives, while Insurance Specialists deliver tailored risk protection solutions through in-depth needs assessments and ongoing policy support. Together, these professionals drive a client-centric approach that aligns holistic financial planning with dynamic market conditions and individual aspirations.

Your new role
Investment Specialist - Job Duties

• Provide expert advice on asset allocation and portfolio construction based on clients' risk profiles, investment objectives, and prevailing market conditions.
  
• Conduct in-depth research on financial markets, investment products, and economic trends to support informed and strategic investment recommendations.
  
• Deliver regular market updates and conduct investment briefings or one-on-one sessions to enhance client understanding of investment opportunities and associated risks.
  

Insurance Specialist - Job Duties

• Evaluate clients' financial situations, personal goals, and life stages to recommend appropriate insurance solutions, including life, health, and general insurance products.
  
• Tailor insurance offerings based on individual client requirements and regulatory frameworks, ensuring comprehensive and personalised risk coverage.
  
• Provide end-to-end assistance with policy servicing, renewals, and claims handling, ensuring a seamless and compliant client experience.
  

Requirements

• A bachelor's degree in finance, economics, business, or a related field; relevant professional certifications (e.g., CFA, CFP) are preferred
  
• HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5
  
• Previous experience in investment advisory, wealth management, or retail banking is typically required.
  
• Strong analytical and quantitative skills, excellent communication and interpersonal abilities, and a strong client service orientation.
  
• Proactive and result-oriented with strong selling skills
  
• Fluent in English, Cantonese and knowledge of Mandarin preferred
  
• Good relationship building and communication skills
  

What you'll need to succeed

A bachelor's degree in finance or a related field with relevant licences. Strong interest in banking, good communication skills, and a proactive, client-server mindset

What you'll get in return

Training and product exposure at a global bank, hands-on experience in wealth management, and clear long-term career growth opportunities.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call +852 2101 0025 now.

If this job isn't quite right for you, but you are looking for a new position, please contact [email protected] for a confidential discussion about your career.