Deputy Manager to Manager, Product and Investment, PBD
- Employer
- Industrial and Commercial Bank of China (Asia) Limited
- Location
- Hong Kong, Hong Kong
- Salary
- Competitive
- Closing date
- Dec 22, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Job Responsibilities
Job Requirements
- 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
- CFA, CPWP, holder of SFC / HKMA / Insurance license is ideal, but not a must
- 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
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