(Banking)Investment Consultant(HKD$45k-75k)

Principal responsibilities

• Conduct customer portfolio analysis to identify cross-selling investment products opportunities
• Leverage on wealth management solutions such as bonds, structured products and mutual funds to achieve HNW customers' financial goals by matching their risk appetite
• Facilitate and implement strategy to uplift sales productivity and expand investment sales business of HNW segment
• Achieve the sales target by collaborating with Prestige Private RM and other Customer Relationship Managers to conduct pre-case study, share sales tactics on investment products and carry out joint-call activities proactively
• Maintain a high standard of customer service and react positively to customer requests
• Support branch sales by sharing sales tactics and providing briefing sessions on investment products
• Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff

Requirements

• University degree in Business Administration or other related disciplines, with professional qualifications such as CFA, CFP or CFMP an advantage
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
• Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
• Proven experience in retail banking, with strong knowledge of investment products
• Excellent interpersonal and communications skills
• Sound investment consultation and presentation skills
• Proficiency in both English and Chinese
• Customer centric mindset and able to manage complex interaction effectively
• Shown strong situation awareness, strong desire to learn and able to work in Agile environment
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers