Investment Consultant

China CITIC Bank International Limited
Hong Kong, Hong Kong
Jul 20, 2019
Aug 09, 2019
Industry Sector
Finance - General
Employment Type
Full Time
Key Responsibilities
  • Communicate with Principal Investment Consultant / District Head / Branch Manager on business progress and outlook in formulation of corresponding support strategies.
  • Drive the investment sales business for a specified group of branches and provide advice and plans in meeting sales targets.
  • Coordinate and support sales events (e.g. seminars) for both internal and external clients.
  • Conduct regular coaching, training and market / product briefing to sales staff to enhance their knowledge and selling skills.

  • Degree holder in Finance, Economics or related disciplines.
  • With CFP / CFA / HKRFP qualification is an advantage
  • Preferably possess / obtain Core or Professional level of qualification under the HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM).
  • Possess qualifications for relevant insurance / investment licenses registration.
  • Minimum 5 years investment sales experience in the retail banking industry.
  • Good interpersonal and communication skills.
  • Good command of written and spoken English and Chinese (including Putonghua).

For more details about career opportunities with the Bank, please visit our website Please apply with full resume stating current and expected salaries via or email to

Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.

China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment. All employment decisions will be made in a non-discriminatory manner.