Investment Consultant Investment Consultant …

China CITIC Bank International Limited
à Hong Kong, Hong Kong, Hong Kong
CDI, Plein-temps
Dernière candidature, 14 juil. 20
Salary Negotiable
China CITIC Bank International Limited
à Hong Kong, Hong Kong, Hong Kong
CDI, Plein-temps
Dernière candidature, 14 juil. 20
Salary Negotiable
Drive the investment sales business for a cluster of branches and provide professional advice to branches in meeting targets of investment products.

Responsibilities:

  • Communicate with Principal Investment Consultant / District Head / Branch Manager on business progress and outlook in formulation of corresponding support strategies.
  • Drive the investment sales business for a specified group of branches and provide advice and plans in meeting sales targets.
  • Coordinate and support sales events (e.g. seminars) for both internal and external clients.
  • Conduct regular coaching, training and market / product briefing to sales staff to enhance their knowledge and selling skills.

Requirements:

  • Degree holder in Finance, Economics or related disciplines.
  • With CFP / CFA / HKRFP qualification is an advantage
  • Preferably possess/obtain Core or Professional level of qualification under the HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM).
  • Possess qualifications for relevant insurance / investment licenses registration.
  • Minimum 5 years investment sales experience in the retail banking industry.
  • Good interpersonal and communication skills.
  • Good command of written and spoken English and Chinese (including Putonghua).
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