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:
- Analyze clients' risk profile and financial condition, render advice and make recommendations to help achieving clients' financial goals
- Review and respond to clients' changing needs and financial circumstances
- Develop relationships with clients and acquire new clients through existing networks and internal business referrals
- Stay on top of market news, financial products development and industry trends
- Adhere to the professional and ethical standards set forth by Citi, FINRA, SFC and other regulatory bodies
- Minimum 10 years of working experience in the brokerage/related industry
- University Degree preferred
- Comprehensive industry and investment knowledge
- Proactive and result oriented with strong selling skills
- Excellent communications and interpersonal skills
- Good command of English, Cantonese and Mandarin
- HKSI LE Paper 1, 7 and 8 or equivalent
- FINRA (Series 7) registered is preferred
- Candidates with less experience will be considered for Assistant Vice President or Manager
FINANCIAL ADVISER CITI WEALTH ADVISER
Reviewed by Editor
on
October 03, 2018
Rating:
Reviewed by Editor
on
October 03, 2018
Rating:
