Investment & Insurance Advisor, Private Banking
- Employer
- China Construction Bank (Asia) Corporation Limited
- Location
- Hong Kong, Hong Kong
- Salary
- Negotiable
- Closing date
- Mar 24, 2019
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Duties:
Requirement:
- Driving the growth of Fee Income and Investable asset under management
- Act as investment and insurance product specialist for upgrading and maintaining professionalism in the investment sales area
- Disseminate up-to-date market and product information to frontline associates
- Enhance customer experience by providing portfolio advisory services and end-to-end solutions to meet customers' needs as well as managing excellent after-sales service processes
- Providing and organizing the product trainings for Relationship managers
- Facilitating the onboarding of new I&I products
- Ensure all sales activities are conducted in accordance with all compliance requirements from internal and external
Requirement:
- University graduate with 8 years banking experience in which at least 5 years in investment advisory services
- Qualifications in IIQE/HKSI related areas are required
- Possess CPWP certification or pass in relevant papers
- CFA or CFP will be an advantage
- Excellent communication skills in both English and Chinese (including Cantonese & Putonghua)
- Proactive, excellent team player with strong multi-tasking and organizational skills
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