Investment Consultant (Retail Branches)

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 investment license 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).