Investment Consultant | Banking

Investment Consultant | Banking

CFA Institute
Hong Kong
4-7 years
Not Specified

Job Description

  • 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

  • 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 : [Confidential Information] )
investment; consultant; advisory; UT; trust; bond; fund; equities; FX; management; relationship manager; financial service

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