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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:-

  • By Email
  • 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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