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Investment Consultant

Investment Consultant

China CITIC Bank International LimitedHong Kong
16 天前
职位描述

Responsibilities

  • Drive the investment sales business for a specified group of branches and provide advice and plans in meeting sales targets.
  • Coordinate and support sales events ( seminars) for both internal and external clients.
  • Conduct regular coaching, training and market / product briefing to sales staff to enhance their knowledge and selling skills.

Requirements :

  • Degree holder in Finance, Economics or related disciplines.
  • With CFP / CFA / HKRFP qualification is an advantage
  • Preferably possess / obtain Core or Professional level of qualification under the HKMA Enhancedpetency Framework (ECF) on Retail Wealth Management (RWM).
  • Possess qualifications for relevant insurance / investment licenses registration.
  • Minimum 5 years investment sales experience in the retail banking industry.
  • Good interpersonal andmunication skills.
  • Goodmand of written and spoken English and Chinese (including Putonghua).

    • Job ID 111208 / JS

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