senior investment advisor in Hong Kong

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job details

hong kong
banking & financial services
job type
working hours
reference number
cathleen chen, randstad hong kong
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job description

  • Prestigious international bank
  • Attractive package with great commission and benefits
  • Work-life balance

our client

Our client is a Well-established leading bank in Hong Kong, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an experienced investment professional to join their team catering their high-net-worth clients (> USD 1mil).

about the job

As the Investment Advisor, your prime responsibility will be providing coaching and mentoring to new joined team members and delivering revenue target of investment product as agreed and to support multi-skill’s product selling thus ensure delivery of a consistent and superior Customer Experience. You are also respomsible for handling customer complaints as well as the account-related enquiries and Customer segment that require in-depth knowledge of a specific product including SFC regulated products and/or service or that require certification. You will be making referrals to branch for new and existing Customers.

skills and qualifications

  • University degree in Business Administration or other relevant qualification
  • Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Minimum 3 years' relevant experience in retail banking as investment advisor, with good knowledge of investment products
  • Good customer service orientation, interpersonal and communication skills
  • Proficiency in both English, Cantonese and Putonghua
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

If you have the right experience and skills for this role and would like to advance your career to the next level, please apply with your updated resume or contact Cathleen Chen (Senior Consultant - Retail Banking) at 852 2232 3482 for further discussion or email you updated resume to


no additional skills required


Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager or other qualifications is a must

educational requirements

Bachelor Degree