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Industrial and Commercial Bank of China (Asia) Limited

Investment Consultant , Product and Investment, Private Banking Department

Central, Central and Western DistrictFinance

About the role

FinEx AI summary

Acts as investment product specialist in private banking, supporting relationship managers to meet sales targets and training them on product knowledge. Delivers investment ideas to clients and constructs portfolio proposals based on client needs. Provides daily trade and administrative support and assists in product launch cycles from due diligence to after-launch review.

Core skills

Investment ProductsPrivate BankingWealth ManagementPortfolio ConstructionSFCHKMA

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