Investment Sales Manager, Corporate Wealth Management

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • China CITIC Bank International Limited
  • 18 Mar 18 2018-03-18

Drive the investment sales business for the attached business banking centre via penetration and cultivation to business clients, as well as to provide professional advice to the business bnaking centre in meeting the targets of investment products.

Key Responsibilities

  • Communicate with line manager on business progress and outlook in formulation of corresponding support strategies.
  • Drive the investment sales business by achieving individual investment target via exploring the investment needs and promote our investment products and services to our business clients, as well as to co-ordinate and drive other business banking relationship managers within the centre to advise and provide plans in meeting clients' needs.
  • Conduct meeting with customers and be committed to close investment transaction via end-to-end process.
  • Coordinate and support sales events (e.g. seminars) for both internal and external clients.
  • Provide regular voice/write up of market commentary.


  • Degree holder or equivalent
  • Preferably possess CFP/CFA/HKRFP qualification as well as required qualifications under SFC for marketing investment products.
  • Preferably 3 years' investment sales experience in the business/retail banking industry.
  • Good sales and product knowledge on investment products, services and market information.
  • Good interpersonal and communication skills
  • Good command of written and spoken English and Chinese (including Putonghua).


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China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment. All employment decisions will be made in a non-discriminatory manner.