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Investment Product Specialist [Ref no : IPS-ALAI]

Nanyang Commercial BankHong Kong

30 天前

职位描述

Job Responsibilities :

Conduct briefings on investment market trend and investment products features to sales staff;
Deliver investment strategies to meet customer investment needs;
Support various kinds of investment sales activities & client meetings;
Provide coaching and technical trainings to sales staff to enhance sales staff’s knowledge and skills;
Support districts and sales staff to co-achieve business goals.

Job Requirements :

Bachelor's degree or above with major in Finance, Economics or related discipline;

At least 4 years relevant working experience in the banking or financial industry;

Licensed for dealing in securities - HKSI Paper 1,7 & 8 or equivalent;

Professional certifications such as CFA and CFP etc will be an advantage;

Sufficient experience, good market sense and strong knowledge on investment markets & products, including but not limited to bonds, equities, commodities & FX, Unit Trust & Structured Products;

Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure;

Enthusiasm in achieving target;

Excellent command of spoken and written English and Chinese, and Putunghua is essential.

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Product Specialist • Hong Kong