Senior Investment Consultant

Job description

Role overview :

Conduct customer portfolio analysis to identify cross-selling investment products opportunities

Implement and participate in promotion programs to acquire new and retain existing investment business

Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively

Maintain a high standard of customer service and react positively to customer requests

Support branch sales by sharing sales tactics and providing briefing sessions on investment products

Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff

Ideal Profile :

University degree in Business Administration or other relevant qualification

Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance

Minimum 3 years’ relevant experience in retail banking, with good knowledge of investment products

Good customer service orientation, interpersonal and communication skills

Strong self-motivation and ability to work independently

Proficiency in both English and Chinese

Customer centric mindset and ability to manage complex interactions effectively

Shown strong situation awareness, strong desire to learn and able to work in Agile environment

Advocate of openness, able to create a cohesive teamwork and inspire others

High level of customer centricity mindset with dedication to deliver exceptional quality services for customers