AVP/VP, Asset Allocation Planner (Wealth Product Department)

CMB Wing Lung Bank Limited • Full Time • Hong Kong, Hong Kong, HK • 10h ago

Responsibilities:

Responsible for the implementation of asset allocation services for the institution/team served
Responsible for product post-sales warnings and rebalancing, and management of asset allocation activities
Responsible for referring complex needs to investment consultants, insurance consultants, and trust consultants
Responsible for the production of auxiliary sales materials

Requirements:

Full-time undergraduate or above, majoring in economics, finance, management, marketing, etc
More than 5 years of work experience (inclusive), with experience in customer marketing at frontline
Proficient in wealth management/asset allocation/investment portfolio concepts and working methods, and able to guide account managers to build professional capabilities
Active thinking and strong service awareness, customer awareness, learning ability and stress resistance
Possess professional qualities, strong work responsibility, communication and coordination skills, stress resistance and teamwork spirit
Possess relevant financial management qualifications/certificates

Applicants of this job may be regarded as In-Scope Individuals of the Mandatory Reference Checking Scheme (MRC Scheme). Pursuant to the MRC scheme, our bank will conduct a mandatory reference check by requesting information from relevant former and current employers of applicants. For more details on the In-Scope Individuals, please visit https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme.

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