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The Bank of East Asia, Limited

Investment Consultant

The Bank of East Asia
Hong Kong
Posted 3 days ago Permanent not showing
N
Posted by
Noel Wong
Senior Resourcing & Onboarding Officer

Responsibilities

  • To be a team member of Branch Distribution & Services Department
  • To provide professional support and coach branch marketing staff to meet their investment targets
  • To boost up investment sales, optimize sales capacity and effectiveness for retail investment business
  • To formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income
  • To assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base
  • To participate in joint marketing calls with frontline marketing staff to act as investment product specialist

Requirements

  • University graduate, preferably with professional qualifications such as CFP or CFA
  • Minimum of 5 years' banking experience; prior experience as an Investment Consultant will be a definite advantage
  • Sound technical knowledge of asset allocation & investment products including equities, unit trust, bonds and treasury products, etc.
  • Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer
  • Strong self-motivation, able to work independently and under pressure
  • Excellent analytical, communication, interpersonal and presentation skills
  • Good understanding of relevant selling procedures, practices, rules and sales compliance requirements
  • Good command of both spoken and written English and Chinese, with fluency in Putonghua
Job ID  2219 - BDSD
ABOUT COMPANY
Hong Kong
9300 Employees Retail Banking
Incorporated in Hong Kong in 1918, The Bank of East Asia, Limited ("BEA") is dedicated to providing comprehensive corporate banking, personal banking,...
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