Investment Consultant

Drive the investment sales business for a cluster of branches and provide professional advice to branches in meeting targets of investment products.

China CITIC Bank International Limited - Hong Kong - Full time

Salary: Salary Negotiable

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 insurance / investment licenses 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).

Apply

7936639