Investment Consultant, Product and Investment

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