Investment & Insurance Advisor, Private Banking

  • Negotiable
  • Hong Kong
  • Permanent, Full time
  • China Construction Bank (Asia) Corporation Limited
  • 07 Dec 18

Act as investment and insurance product specialist for upgrading and maintaining professionalism in the investment sales area

Duties:

  • Driving the growth of Fee Income and Investable asset under management
  • Act as investment and insurance product specialist for upgrading and maintaining professionalism in the investment sales area
  • Disseminate up-to-date market and product information to frontline associates
  • Enhance customer experience by providing portfolio advisory services and end-to-end solutions to meet customers' needs as well as managing excellent after-sales service processes
  • Providing and organizing the product trainings for Relationship managers
  • Facilitating the onboarding of new I&I products  
  • Ensure all sales activities are conducted in accordance with all compliance requirements from internal and external 

Requirement:

  • University graduate with 8 years banking experience in which at least 5 years in investment advisory services
  • Qualifications in IIQE/HKSI related areas are required 
  • Possess CPWP certification or pass in relevant papers 
  • CFA or CFP will be an advantage 
  • Excellent communication skills in both English and Chinese (including Cantonese & Putonghua) 
  • Proactive, excellent team player with strong multi-tasking and organizational skills