Investment Consultant , Product and Investment, Private Banking Department
Industrial and Commercial Bank of China (Asia) Limited
- Company Industries：Others
Job Information
- Post Date：2024-08-19
- Location：Central
- Employment Type：Full time
- Others：Investment Consultant
Private Banking
Product Specialist - Job Function：Corporate Finance Investment Banking
Job Description
Job Responsibilities
- Act as product specialist in Private Banking to maintain, motivate and coordinate the sale of investment products, and work closely with relationship managers to meet sale target
- Train relationship managers on product knowledge and monitor investment ideas
- Deliver investment ideas with clients through face-to-face/conference call
- Construct client portfolio proposal and review according to clients' needs
- Provide daily trade and administrative support
- Assist in product launch cycle, from due diligence to after-launch training and review
- Ensure sales conduct are in strict adherence
- Upgrade and maintain professionalism in investment
Job Requirements
- University Degree or above in related subjects
- Strong investment products knowledge
- Qualifications in SFC / HKMA / IIQA
- Candidate with CFA / CPWP is highly preferred
- At least 3 years related banking and wealth management experience
- Excellent communication skill, writing skill and analytical skill
- Good command of spoken and written English and Chinese including Putonghua
- Occasional travel required
Company Info
Industrial and Commercial Bank of China (Asia) Limited
Contact
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