Assistant Vice President, Investment Specialist

Chong Hing Bank

Responsibilities:

Formulate business strategy with branch sales management to achieve the business targets set in the area and branch business plans for wealth products
Provide technical support and increase productivity of sales staff in their dealings with customer through engaging in activities like joint sales meetings, support sales staff quality guideline reinforcement training and create synergy with other business support teams
Work closely with relationship sales staff to identify customer financial needs on wealth management products and deliver high quality wealth management solutions
Keep abreast of market changes and provide timely market and product update and sales ideas to frontline sales staff to drive the business

Requirements:

Bachelor's Degree or above in Banking, Finance, Economics or related disciplines preferred
Minimum of 5 years' experience in selling retail investment products including investment funds and structured products
Pass in IIQE papers 1, 2, 3 & HKSI papers 1, 7, 8
Relevant Enhanced Competency Framework (ECF) qualification is preferable
Good knowledge of investment products and insurance products such as investment funds, bonds, structure and FX related products
Familiar with regulatory requirements on insurance selling & product development & risk control, etc
Proficient in both spoken and written Chinese (Mandarin and Cantonese) and English

Benefit / Other Information:

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