投資專員(Investment Specialist)

<p>Ready to excel in the financial industry?</p><p>We invite high-calibre professionals to join an international financial institution as Vice President / Assistant Vice President, Investment Specialist (Wealth/Insurance Management).</p><p></p><p><strong>Role Highlights：</strong></p><ol><li>Premium Client Base: No need to prospect for new clients; our existing high-end clientele offers ample opportunities.</li><li>Mentorship & Collaboration: Work closely with senior managers, following their lead in investment product sales. Minimal cold selling required.</li><li>Elite Customer Resources: Direct access to valuable client relationships.</li><li>Career Growth: Gain international investment bank experience to accelerate your professional development.</li><li>Supportive Environment: Clear career path, excellent work atmosphere, and comprehensive coaching.</li><li>Professional Presence: <strong><u>Candidates with outstanding image and demeanor will be prioritized.</u></strong></li></ol><p><strong>Key Responsibilities：</strong></p><ol><li>Support client &Address client needs by providing timely, effective solutions to their inquiries and issues. (Foremost responsibility)</li><li>Deliver wealth advisory services to clients, supporting sales teams in achieving targets</li><li>Assist in driving investment initiatives (Structured Products, Mutual Funds, Bonds)</li><li>Help Wealth Managers improve sales and objection handling skills; join client meetings as needed</li><li>Report sales progress to management</li><li>Provide regular market and strategy updates to sales teams</li></ol><p><strong>Ideal Candidate：</strong></p><ol><li>Education: University degree (Business, Finance, Economics preferred)</li></ol><ol><li>Licensing: IIQE PAPER 1&3 (Preferred)</li><li>Experience: Relevant sales experience in financial/insurance industry (less experience considered for Assistant VP)</li><li>Expertise: Strong background in investment products</li><li>Knowledge: Solid understanding of financial markets and products</li><li>Skills: Proficient in MS Word & Excel ; familiar with Bloomberg, MorningStar</li><li>Languages: Excellent written and spoken Chinese (Putonghua preferred) and English</li><li>Attributes: Fast learner, performs well under pressure, responsible, adaptable</li></ol><p><strong>What We Offer：</strong></p><ol><li>Competitive compensation and benefits</li><li>Strong career development prospects</li><li>Collaborative team culture</li><li>Direct access to high-value client resources</li><li>Ample coaching and a clear career path</li></ol><p>Ready to take your career to the next level?</p><p>Apply now and join a team that values your growth and success!</p>