Investment Consultant, CITICdiamond

Responsibilities:

Communicate with Line Manager/ Principal Investment Consultant / District Head / Branch Manager on business progress and outlook in formulation of corresponding support strategies and provide advice and plans in meeting sales targets.
Drive the investment sales business by achieving individual investment target via exploring the investment needs and promote our investment products and services to our clients, as well as to co-ordinate and drive other CITICdiamond/ CITICfirst Relationship Managers within the assigned branches to advise and provide plans in meeting clients' needs.
Conduct meeting with customers and be committed to close investment transaction via end-to-end process.
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.

Requirements:

Degree holder or equivalent
Preferably possess/obtain Core or Professional level of qualification under the HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM).
Preferably possess CFP/CFA/HKRFP qualification as well as required qualifications under SFC for marketing investment products.
Preferably 3 years' investment sales experience in the retail banking industry.
Good sales and product knowledge on investment products, services and market information.
Good interpersonal and communication skills.
Good command of written and spoken English and Chinese (including Putonghua).

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