Investment Product Specialist [Ref no: IPS-ALAI]

Job Responsibilities:

• Conduct briefings on investment market trend and investment products features to sales staff; 
• Deliver investment strategies to meet customer investment needs; 
• Support various kinds of investment sales activities & client meetings;
• Provide coaching and technical trainings to sales staff to enhance sales staff’s knowledge and skills; 
• Support districts and sales staff to co-achieve business goals.

Job Requirements:

• Bachelor's degree or above with major in Finance, Economics or related discipline;
• At least 4 years relevant working experience in the banking or financial industry;
• Licensed for dealing in securities - HKSI Paper 1,7 & 8 or equivalent;
• Professional certifications such as CFA and CFP etc will be an advantage;
• Sufficient experience, good market sense and strong knowledge on investment markets & products, including but not limited to bonds, equities, commodities & FX, Unit Trust & Structured Products;
• Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure;
• Enthusiasm in achieving target;
• Excellent command of spoken and written English and Chinese, and Putunghua is essential.