Investment Product Sales – Private Banking

Responsibilities:

• Collaborate with Relationship Manager of the Bank to provide professional investment portfolio planning services to customers;
• Maximize business opportunities to optimize the sales results;
• Provide quality after-sales services to maintain customer relationships;
• Provide suitable investment products and advice for Wealth Management clients;
• Monitor Wealth Management product performance and product due diligence process; 
• Ensure all applications and sales processes strictly comply with all internal policies and procedures and all regulatory requirements;
• Participate in projects or ad-hoc duties as assigned by supervisor.

Requirements: 
• Bachelor's Degree or above in Business Administration, Finance, or related disciplines;
• At least 5 years of banking investment products and sales advisory experience in the financial industry;
• Candidates with qualifications of IIQE Papers 1 and 3 & HKSI Paper 1,7 and 8 are required;
• Strong analytical, interpersonal, and communication skills;
• Fluent in written and spoken English and Chinese (including Cantonese and Mandarin);
• Proficiency in PC skills such as MS Word, Excel, PowerPoint, and Chinese Word Processing;
• Willing to travel to PRC and Taiwan

Attractive remuneration and fringe benefits will be offered to the successful candidate.

Interested candidates should apply with a detailed resume and present and expected salaries by clicking the Quick Apply button.

All information received will be treated in strict confidence and used for recruitment only.

Only shortlisted candidates will be notified.
 

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