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