Portfolio Advisor (Investment focused)

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

Send job

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.