Investment Consultant | Banking
- Employer
- Osmium Consulting Group
- Location
- Hong Kong, Hong Kong
- Salary
- Competitive
- Posted
- Apr 07, 2021
- Closes
- May 07, 2021
- Ref
- 9346729
- Job Function
- Investment Advisor/Consultant
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
Responsibilities:
Requirements:
Please contact Alec MA at 3898 5577 ( Whatsapp: +852 9615 8236 | Email : alec.ma@osmiumcg.com )
investment; consultant; advisory; UT; trust; bond; fund; equities; FX; management; relationship manager; financial service
- Be responsible to assist Branch Sales Management to drive investment performance to meet business target.
- Provide advice and coaching to branch sales staff to boost up the business results of investment products
- Deliver investment strategy and communicate with branch managers to drive the branch sales force to meet customers' investment needs
- Coordinate investment sales related activities
- Provide trainings on market updates, investment products and sale & close transaction skills
Requirements:
- Degree or above with major in Business Administration, Finance, Economics or related discipline
- 4 years of relevant working experience in Banking industry with HKSI 1, 7 & 8 qualifications
- Professional certifications CFP/CFA will be an advantage
- Strong market sense and knowledge on investment products
- Excellent interpersonal and presentation skills, self-motivated and independent
- Good command of spoken and written English and Chinese (Cantonese & Mandarin)
Please contact Alec MA at 3898 5577 ( Whatsapp: +852 9615 8236 | Email : alec.ma@osmiumcg.com )
investment; consultant; advisory; UT; trust; bond; fund; equities; FX; management; relationship manager; financial service