Portfolio Advisor (Investment focused)
- Employer
- China Construction Bank (Asia) Corporation Limited
- Location
- Hong Kong, Hong Kong
- Salary
- Negotiate
- Closing date
- Mar 24, 2019
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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PRINCIPAL ACCOUNTABILITIES:
INCUMBENT REQUIREMENT:
- Drive sales activities to assist branches in delivering their investment business
- Act as point of contact for all branches on investment enquiries related to mutual funds /structured products/bonds
- Perform joint call with relationship managers to review client portfolio and present investment ideas to clients
- Provide backup and support in business activities, i.e. seminars and promotion programs so to achieve investment sales target
- Constant update of product knowledge on mutual funds and investment products to all branches
- Provide training and coaching to frontline associates
- Perform portfolio review and formulate investment strategy for high networth clients. Able to offer tailored investment planning advice and develop investment proposal for sophisticated clients
- Liaise with relevant internal departments on compliance, marketing, operations and systems issues
- Represent the Bank in working with external business partners, i.e. fund management companies
INCUMBENT REQUIREMENT:
- University graduate with at least 5 years relevant sales experience in investment products, experience in mutual fund, FX and structured products is a must
- Possess HKSI qualification or equivalent
- CFP / CFA qualification preferred
- Excellent knowledge in mutual fund, FX and investment products
- Good command of written and spoken English, Cantonese and Putongua
- Strong communication, presentation and interpersonal skills
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