Career Services

By John Stabinger
Posted on 2 April 2020 | 2:40 pm

Alumni Career Services

Job Seekers, Welcome to ALUMNI CAREER CENTER
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Mutual Fund Specialist, Private Banking
The Role Responsibilities: Task with the full accountabilities from MF product selection, bilingual product research and investment advisory/training to IC and PWM bankers across Greater China region. Identify opportunities to make qualified referrals to Investment Counsellors to ensure that client needs are met. Address and resolve any customer issue or concern presented in an incoming call / meetings. Escalate complex or unresolved escalated customer situations. Provide views on fund selection and deepen relationships with relationship managers. Ideal Candidate Requirements: Degree holder in Finance/ Economics/ Accounting or related disciplines.


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