Portfolio Advisor (Investment focused) (Ref. no.: PAI/CB/JDB)
China Construction Bank (Asia) Corporation Limited
- Company Industries:Financial Services
Job Information
- Post Date:2019-04-16
- Career Level:Middle
- Location:Not Specified
- Yr(s) of Exp:5 years
- Qualification:Degree
- Salary:Salary negotiable
- Employment Type:Full Time, Permanent
- Job Function:Investment Retail Banking Wealth Management
Job Description
Principal Responsibilities:
- Drive sales activities to assist branches in delivering their investment business
- Act as point of contact for all branches on investment enquiries related to mutual funds /structured products/bonds
- Perform joint call with relationship managers to review client portfolio and present investment ideas to clients
- Provide backup and support in business activities, i.e. seminars and promotion programs so to achieve investment sales target
- Constant update of product knowledge on mutual funds and investment products to all branches
- Provide training and coaching to frontline associates
- Perform portfolio review and formulate investment strategy for high networth clients. Able to offer tailored investment planning advice and develop investment proposal for sophisticated clients
- Liaise with relevant internal departments on compliance, marketing, operations and systems issues
- Represent the Bank in working with external business partners, i.e. fund management companies
Requirements:
- University graduate with at least 5 years relevant sales experience in investment products, experience in mutual fund, FX and structured products is a must
- Possess HKSI qualification or equivalent
- CFP / CFA qualification preferred
- Excellent knowledge in mutual fund, FX and investment products
- Good command of written and spoken English, Cantonese and Putongua
- Strong communication, presentation and interpersonal skills
To apply, please send your detailed resume stating present and expected salary to one of the following channels:-
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By Email
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By Fax: 3718 2910
Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank's personal data policies, a copy of which will be provided upon request.
Company Info
China Construction Bank (Asia) Corporation Limited [“CCB (Asia)”] is the retail and commercial business platform of China Construction Bank Corporation [“CCB”] in Hong Kong. As of June 30, 2017, CCB (Asia) has 50 branches in Hong Kong and offers a wide array of banking products and services to customers, including consumer banking services, commercial banking services, corporate banking services, private banking services and cross-border financial services, etc.
We’re inviting high caliber professionals to share our vision and mark our success together.
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