Investment Consultant
1 month ago
Provide professional support and coach branch marketing staff to meet their investment targets Boost up investment sales, optimize sales capacity and effectiveness for retail investment business Formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income Assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base Participate in joint marketing calls with frontline marketing staff to act as investment product specialist
Requirements
University graduate, preferably with professional qualifications such as CFP or CFA Minimum of 5 years' banking experience; prior experience as an Investment Consultant 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
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Investment Consultant
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Investment Consultant
1 month ago
Hong Kong, Hong Kong SAR China Mercer Full timeSUMMARYWe are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services.You will be responsible to help clients achieve their financial goals by advising them on...
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