• Competitive
  • Hong Kong
  • Permanent, Full time
  • Citi
  • 21 Feb 18

HK - CPB - Associate Counselor (Investments Team)

HK - CPB - Associate Counselor (Investments Team)

  • Primary Location: Hong Kong SAR of PRC,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18005569


Assist Investment Counselors in client account management:
  • Provide capital market product sales support such as assembly of market/product analysis and research materials to Investment Counselors
  • Coordinate tailored account summaries for clients and management/transaction reports
Maximize sales/relationship deepening opportunity on each client contact:
  • Resolve account related problems, issues and requests effectively
  • Understand and provide necessary rates/quotes or market/product data to clients to facilitate the sales process or as after-sales service
Timely and accurate execution of transactions to meet client requests:
  • Prepare and execute client's transactions in a timely and accurate manner and confirmation to client thereafter
  • Be updated on product/operational procedures and cut-off times
  • Assist Investment Counselors in ensuring sufficient funds, collateral or holdings in client's account before order execution
  • Ensure strict adherence to all policies and procedures in the local markets as well as the booking center


  • University graduate in Finance, Business or Banking
  • At least 2-3 years of experience in investment sales/support function
  • Good interpersonal and communication skills
  • Must be fluent in English, Cantonese and Mandarin
  • Self-motivated, with pro-active service attitude and able to work under pressure