Investment Consultant , Product and Investment, Private Banking Department

Job Responsibilities Act as product specialist in Private Banking to maintain, motivate and coordinate the sale of investment products, and work closely with relationship managers to meet sale target Train relationship managers on product knowledge and monitor investment ideas Deliver investment ideas with clients through face-to-face/conference call Construct client portfolio proposal and review according to clients' needs Provide daily trade and administrative support Assist in product launc

Industrial and Commercial Bank of China (Asia) Limited - Hong Kong - Full time

Salary: Competitive

Job Responsibilities

  • Act as product specialist in Private Banking to maintain, motivate and coordinate the sale of investment products, and work closely with relationship managers to meet sale target
  • Train relationship managers on product knowledge and monitor investment ideas
  • Deliver investment ideas with clients through face-to-face/conference call
  • Construct client portfolio proposal and review according to clients' needs
  • Provide daily trade and administrative support
  • Assist in product launch cycle, from due diligence to after-launch training and review
  • Ensure sales conduct are in strict adherence
  • Upgrade and maintain professionalism in investment

Job Requirements

  • University Degree or above in related subjects
  • Strong investment products knowledge
  • Qualifications in SFC / HKMA / IIQA
  • Candidate with CFA / CPWP is highly preferred
  • At least 3 years related banking and wealth management experience
  • Excellent communication skill, writing skill and analytical skill
  • Good command of spoken and written English and Chinese including Putonghua
  • Occasional travel required
Apply
22069029

OTHER ASIAXPAT SITES:

Ad