Investment Consultant, Consumer Financial Services

Responsibilities

• ​Coaching for licensed investment sales staff in investment business
• Join call with licensed investment sales staff to facilitate the investment business
• Execute the bank directive in investment business
• Collaborate with investment product team to support the on-going investment sales activity and product launch
• Support Branch Manager on exploring investment strategy from branch portfolio
• Host workshop/clinic for uplift sales skills of individual sales staff
• Enhance the knowhow of sales on AML, compliance and regulatory related items

Requirements

• ​University degree in Finance, Economics or related disciplines
• 8-10 years banking experience in frontline investment business sales/coaching
• Pass in HKSI and IIQE Licensing Examinations
• Preferably with CRWP, CFA or CFP qualifications
• Strong sales driven, result-oriented with good communication skills
• Proficiency in both written and spoken English, Chinese and Putonghua