Investment Consultant

Branch Distribution & Services Department

Investment Consultant (Job ID: 2219)

Responsibilities

• 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

Requirements

• 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 https://careers.hkbea.com/psp/hcmprd/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?FOCUS=Applicant&FolderPath=PORTAL_ROOT_OBJECT.HC_HRS_CE_GBL2&IsFolder=false&IgnoreParamTempl=FolderPath%2cIsFolder 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.

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