Wealth Investment Product Expert 投資顧問 - Hong Kong Business

We are currently seeking a high calibre professional to join our team as a Wealth Investment Product Expert.

In this role you will:

As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions provide market updates to  support Premier Relationship Managers exploring wealth investment opportunities. Through joint meeting with Premier customers to understand customers’ needs and provide wealth investment solutions. On top of joint meeting, Investment Product Expert provide investment product training & coaching to enhance Relationship Managers' product and market knowledge.

• Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
• Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
• Engage in joint servicing or calls with customers regarding their investment needs, and participate in client or off site functions as and when required
• Supply timely market and product updates to both staff and customers
• Work closely with the Wealth Management product teams and development team on new products, product enhancements and improvements in customer experience
• Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers

*Remark: Multiple Work locations available across branches in Hong Kong, Kowloon, and new Territories

• University degree with honors in economics, finance, business, mathematics or a related discipline
• Solid relationship manager or sales role experience in either retail or private or commercial or investment banks or fund houses with a focus on the distribution of investment products
• Sound investment consultation and presentation skills
• Excellent interpersonal and communications skills, with the ability to work effectively as part of a team
• Strong knowledge of all wealth management products and with expertise in customer portfolio management
• Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
• Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager or other professional qualification preferred
• Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin

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