Portfolio Advisor (Investment focused)

Employer
China Construction Bank (Asia) Corporation Limited
Location
Hong Kong, Hong Kong
Salary
Negotiate
Posted
Jun 21, 2019
Closes
Jul 13, 2019
Ref
5662900
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
PRINCIPAL ACCOUNTABILITIES:
  • 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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