Investment Advisor - Retail Banking - Wealth Dimensions Consultancy Limited - Hong Kong

Job Highlights
3+ years banking experience
University graduate
Good investment products knowledge
Job Description

Our client is leading bank in Hong Kong, and now looking for the High Calibre candidates to join their position of Investment Advisor - Retail Banking.

Responsibilities :

To provide professional support and coach branch sales staff to meet their investment targets
To boost up investment sales, optimize sales capacity and effectiveness for retail investment business
To formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income
To assist frontline sales staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base
To participate in joint calls with frontline sales staff to act as investment product specialist

Requirements :

University graduate, preferably with professional qualifications such as CFP or CFA
Minimum of 3 years’ banking experience; prior experience as an Investment Advisor will be a definite advantage
Sound technical knowledge of asset allocation & investment products including equities, unit trust, bonds and treasury products, etc.
Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer
Strong self-motivation, able to work independently and under pressure
Excellent analytical, communication, interpersonal and presentation skills
Good understanding of relevant selling procedures, practices, rules and sales compliance requirements
Good command of both spoken and written English and Chinese, with fluency in Putonghua
We offer attractive remuneration package to successful candidates. Salaries will be commensurate with qualifications and experience.

Additional Information
Career Level
Years of Experience
3 years
Job Type
Full Time, Permanent
Job Functions
Banking / Finance, Investment, Retail Banking, Wealth Management
Company Overview

Wealth Dimensions Consultancy Limited is a well established recruitment firm. We are the expert in recruiting talents for Banking and Finance industry.

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