Investment Consultant | Banking Investment Consultant | Banking …

Osmium Consulting Group
à Hong Kong
CDI, Plein-temps
Dernière candidature, 06 mars 21
Competitive
Osmium Consulting Group
à Hong Kong
CDI, Plein-temps
Dernière candidature, 06 mars 21
Competitive
Supervising frontlines on investment sales activities, boost up the business results and provide coaching to branch sales force.

Responsibilities:

  • Be responsible to assist Branch Sales Management to drive investment performance to meet business target.
  • Provide advice and coaching to branch sales staff to boost up the business results of investment products
  • Deliver investment strategy and communicate with branch managers to drive the branch sales force to meet customers' investment needs
  • Coordinate investment sales related activities
  • Provide trainings on market updates, investment products and sale & close transaction skills

Requirements:

  • Degree or above with major in Business Administration, Finance, Economics or related discipline
  • 4 years of relevant working experience in Banking industry with HKSI 1, 7 & 8 qualifications
  • Professional certifications CFP/CFA will be an advantage
  • Strong market sense and knowledge on investment products
  • Excellent interpersonal and presentation skills, self-motivated and independent
  • Good command of spoken and written English and Chinese (Cantonese & Mandarin)

 

​Please contact Alec MA at 3898 5577 ( Whatsapp: +852 9615 8236 | Email : alec.ma@osmiumcg.com )

 

investment; consultant; advisory; UT; trust; bond; fund; equities; FX; management; relationship manager; financial service

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