Bank Investment Advisor

Retail banking Investment advisor

Responsibilities:

- Provide professional support and guidance to branch marketing personnel, customer managers To achieve their investment product sales targets

- Boost investment sales business, optimize retail investment business sales ability and efficiency

- Design and implement branch investment business strategies to achieve branch investment product sales targets and create revenue

- Assist front-line marketing personnel to identify suitable customers for product promotion, prepare customer presentation materials and help customer managers establish business foundations

- Participate in sales meetings between branch customer managers and guests, serving as an investment product expert

Requirements:

- University graduation, if you have professional qualifications such as CFP or CFA, it is even better

- At least 3-5 years of banking work experience; those who have served as investment consultants will have a distinct advantage

- Have professional knowledge of asset allocation and investment products (including stocks, unit trusts, bonds and Treasury products, etc.)

- Pass the licensing exam of the Hong Kong Securities Institute, or hold a waiver / qualified securities trader qualification

- Have high self-motivation, be able to work independently and withstand pressure

- Excellent analysis, communication, interpersonal skills and presentation ability

- Understand relevant sales procedures, operating standards and compliance requirements

- Good writing and speaking skills in Chinese and English, fluent in Mandarin