Investment Consultant
Zebra Strategic Outsource Solution Ltd
- Company Industries:Human Resources Management/Consultancy
Job Information
- Post Date:2017-07-27
- Career Level:Senior
- Location:Not Specified
- Salary:Salary negotiable
- Employment Type:Full Time, Permanent
- Job Function:Investment Retail Banking Financial Services
Job Description
Responsibilities:
- Responsible for coaching & motivating branch staff in achieving the branch's mutual fund revenue target;
- Ensure sales conduct and contact with customers are in strict adherence to the compliance standards set by the bank and the local regulatory bodies;
- Upgrade and maintain the professionalism in the investment sales area through the provision of internal training and coaching to relationship officers;
- Promote and advise customers on mutual fund investment based on asset allocation models;
- Assist customers in assessing their risk preference through systematic profiling process and recommend investment products that meet their needs.
Requirements:
- Minimum 5 years of relevant working experience in servicing mutual fund clients and individual accounts;
- University degree preferred;
- Good working knowledge of mutual fund market;
- HKSI LE Paper 1, 7 & 8 or equivalent;
- Proactive with good team spirit;
- Excellent communications & interpersonal skills;
- Enthusiasm in achieving goals;
- Good command of English, Cantonese & Mandarin.
Company Info
ZEBRA™ Strategic Holdings Limited is a performance-based holistic Human Capital Solutions provider that services Corporate Clients across Asia Pacific region.
With more than a decade of solid experience, ZEBRA™ successfully listed on the GEM board of the Hong Kong Stock Exchange in the year of 2013.
Our client, a leading institution is currently seeking for a high-caliber candidate to join their team.
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