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FINANCIAL ADVISER CITI WEALTH ADVISER

HK GCB FINANCIAL ADVISER CITI WEALTH ADVISER
HK GCB Financial Adviser Citi Wealth Adviser

Primary Location: Hong Kong SAR of PRC,Hong Kong,Hong Kong
Education: Bachelor's Degree
Job Function: Sales
Schedule: Full-time
Shift: Day Job
Employee Status: Regular
Job ID: 18053610

Description:
  1. Analyze clients' risk profile and financial condition, render advice and make recommendations to help achieving clients' financial goals
  2. Review and respond to clients' changing needs and financial circumstances
  3. Develop relationships with clients and acquire new clients through existing networks and internal business referrals
  4. Stay on top of market news, financial products development and industry trends
  5. Adhere to the professional and ethical standards set forth by Citi, FINRA, SFC and other regulatory bodies
Qualifications: 
  1. Minimum 10 years of working experience in the brokerage/related industry
  2. University Degree preferred
  3. Comprehensive industry and investment knowledge
  4. Proactive and result oriented with strong selling skills
  5. Excellent communications and interpersonal skills
  6. Good command of English, Cantonese and Mandarin
  7. HKSI LE Paper 1, 7 and 8 or equivalent
  8. FINRA (Series 7) registered is preferred
  9. Candidates with less experience will be considered for Assistant Vice President or Manager



FINANCIAL ADVISER CITI WEALTH ADVISER FINANCIAL ADVISER CITI WEALTH ADVISER Reviewed by Editor on October 03, 2018 Rating: 5
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