Investment & Insurance Advisor, Private Banking

Employer
China Construction Bank (Asia) Corporation Limited
Location
Hong Kong, Hong Kong
Salary
Negotiable
Posted
Apr 23, 2019
Closes
May 23, 2019
Ref
4786498
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Duties:
  • 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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