Investment Consultant, Product and Investment, PBD

7 days left

Employer
ICBC Asia
Location
Hong Kong, Hong Kong
Salary
Competitive
Posted
Aug 29, 2020
Closes
Sep 28, 2020
Ref
8344934
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Job Responsibilities
  • Act as product specialist in Private Banking to maintain, motivate and coordinate the sale of investment products, and work closely with relationship managers to meet sale target
  • Train relationship managers on product knowledge and monitor investment ideas
  • Deliver investment ideas with clients through face-to-face/conference call
  • Construct client portfolio proposal and review according to clients' needs
  • Provide daily trade and administrative support
  • Assist in product launch cycle, from due diligence to after-launch training and review
  • Ensure sales conduct are in strict adherence
  • Upgrade and maintain professionalism in investment


Job Requirements
  • University Degree or above in related subjects
  • Strong investment products knowledge
  • CFA, CPWP, holder of SFC / HKMA / Insurance license is ideal, but not a must
  • At least 3 years related banking and wealth management experience
  • Excellent communication skill, writing skill and analytical skill
  • Good command of spoken and written English and Chinese including Putonghua
  • Occasional travel required

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