Private Wealth Management - Investment Counsellor
Huatai Financial Holdings (Hong Kong) Limited(10 months ago)
About this role
The Product Specialist in Private Wealth Management (PWM) at Huatai International plays a vital role in driving sales of investment products and coordinating with relationship managers. This position involves training staff on product knowledge, presenting investment ideas to clients, and constructing tailored portfolio proposals to meet client needs.
Required Skills
- Investment Products
- Sales Coordination
- Client Presentations
- Portfolio Management
Qualifications
- Bachelor’s degree in Business Management
- Banking
- Finance
About Huatai Financial Holdings (Hong Kong) Limited
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