Investment Consultant, Retail Banking and Wealth Management Department

Employer
Industrial and Commercial Bank of China (Asia) Limited
Location
Hong Kong, Hong Kong
Salary
Competitive
Posted
Jan 15, 2022
Closes
Jan 29, 2022
Ref
13332918
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Job Responsibilities
  • Close liaison with Branches to prepare the sales plans and sales activities
  • Review tactical and strategic plans to boost the sales revenue in order to achieve year end assigned target within regulatory framework
  • Develop the sales capacity, sales coaching, training and sales advisory support
  • Manage the sales force with the aim to achieve sales target performance
  • Obtain a thorough understanding of the Hong Kong regulatory framework, in particular related investment / insurance ordinances and guidelines issued by the HKMA and SFC to ensure frontline compliance
  • Closely monitor high net worth clients' portfolios to continue enhance customers' experience


Job Requirement
  • Bachelor degree or above in Business, Finance, Economics or other related discipline; CFA, CFP, FRM holders are preferable
  • 4-8 years related working and field experience with solid knowledge on investment and insurance products
  • Excellent communication skill and presentation skill, with strong influencing skill and analytical skill
  • Proficient in MS Office including Word, Excel and Powerpoint
  • Fluent in Cantonese, English and Mandarin

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