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Investment Consultant

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Job Industry Banking
EMPLOYMENT TYPES Full Time
SALARY Up to 52k
LOCATION Hong Kong
Date posted 2020-12-01
Job Ref. BDSB20201201A

Responsibilities:

• To be a team member of Branch Distribution & Services Department

• To provide professional support and coach branch marketing staff to meet their investment targets

• To boost up investment sales, optimize sales capacity and effectiveness for retail investment business

• To formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income

• To assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base

• To participate in joint marketing calls with frontline marketing staff to act as investment product specialist

 

Requirements:

• University graduate, preferably with professional qualifications such as CFP or CFA

• Minimum of 5 years’ banking experience; prior experience as an Investment Consultant will be a definite advantage

• Sound technical knowledge of asset allocation & investment products including equities, unit trust, bonds and treasury products, etc.

• Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer

• Strong self-motivation, able to work independently and under pressure

• Excellent analytical, communication, interpersonal and presentation skills

• Good understanding of relevant selling procedures, practices, rules and sales compliance requirements

• Good command of both spoken and written English and Chinese, with fluency in Putonghua

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