Investment Consultant (Rank: AVP)

What you will be doing:

• Execute the bank directive in investment business

• Support Branch Manager on exploring investment strategy from branch portfolio

• Joint call with licensed investment sales staff to facilitate the investment business

• Coach for licensed investment sales staff in investment business

• Host workshop/clinic for uplift sales skills of individual sales staff

• Enhance the knowhow of sales on AML, compliance and regulatory related items

• Collaborate with stakeholders to support the ongoing investment sales activity and product launch

What we are looking for:

• ​University degree in Finance, Economics or related disciplines

• Pass in HKSI and IIQE Licensing Examinations

• Preferably with CRWP, CFA or CFP qualifications

• 8-10 years banking experience in frontline investment business

    sales/coaching

• Proficiency in Microsoft Office tools

• Proficiency in both written and spoken English, Chinese and Putonghua

• Possess qualifications of ECF-RWM would be an advantage