Associate Director, Product and Investment, PBD

Employer
Industrial and Commercial Bank of China (Asia) Limited
Location
Hong Kong, Hong Kong
Salary
Competitive
Posted
Dec 31, 2021
Closes
Jan 15, 2022
Ref
13179809
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

Similar jobs

Similar jobs

  • You need to sign in to save