Investment Consultant, Retail Banking and Wealth Management Department
- Employer
- Industrial and Commercial Bank of China (Asia) Limited
- Location
- Hong Kong, Hong Kong
- Salary
- Competitive
- Closing date
- Jan 29, 2022
View more
- Job Function
- Banking
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
Job Responsibilities
Job Requirement
- Close liaison with Branches to prepare the sales plans and sales activities
- Review tactical and strategic plans to boost the sales revenue in order to achieve year end assigned target within regulatory framework
- Develop the sales capacity, sales coaching, training and sales advisory support
- Manage the sales force with the aim to achieve sales target performance
- Obtain a thorough understanding of the Hong Kong regulatory framework, in particular related investment / insurance ordinances and guidelines issued by the HKMA and SFC to ensure frontline compliance
- Closely monitor high net worth clients' portfolios to continue enhance customers' experience
Job Requirement
- Bachelor degree or above in Business, Finance, Economics or other related discipline; CFA, CFP, FRM holders are preferable
- 4-8 years related working and field experience with solid knowledge on investment and insurance products
- Excellent communication skill and presentation skill, with strong influencing skill and analytical skill
- Proficient in MS Office including Word, Excel and Powerpoint
- Fluent in Cantonese, English and Mandarin
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert