Investment Consultant

The Bank of East Asia
Hong Kong, Hong Kong
Apr 17, 2021
May 01, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Branch Distribution & Services Department

Investment Consultant (Job ID: 2219)

  • To be a team member of Branch Distribution & Services Department
  • To provide professional support and coach branch marketing staff to meet their investment targets
  • To boost up investment sales, optimize sales capacity and effectiveness for retail investment business
  • To formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income
  • To assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base
  • To participate in joint marketing calls with frontline marketing staff to act as investment product specialist

  • University graduate, preferably with professional qualifications such as CFP or CFA
  • Minimum of 5 years' banking experience; prior experience as an Investment Consultant will be a definite advantage
  • Sound technical knowledge of asset allocation & investment products including equities, unit trust, bonds and treasury products, etc.
  • Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer
  • Strong self-motivation, able to work independently and under pressure
  • Excellent analytical, communication, interpersonal and presentation skills
  • Good understanding of relevant selling procedures, practices, rules and sales compliance requirements
  • Good command of both spoken and written English and Chinese, with fluency in Putonghua

Please apply online via the BEA Careers website at or by clicking the "Apply Now" button below. Kindly note that if you are a new user, you have to first create your User Profile before you can apply.

Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Information Collection (Employees) Statement and Privacy Policy Statement. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after six months.

Similar jobs

Similar jobs

  • You need to sign in to save