Investment Product Specialist
4 days ago
Investment Product Specialist / Junior Investment Counsellor Lead, execute and proactively implement advanced coaching techniques to motivate and encourage learning and re-enforce application within the work place Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively Provide guidance to frontline sales in the branches, and also responsible for formulating and implementing tactics/strategies Monitor and review current sales process in order to improve channel efficiency and customer experience Enhance capabilities and professionalism of the sales force to improve overall customer satisfaction Manage the performance and ensure the professionalism and sales quality of team members Ensure that all control measures relevant to the job are undertaken to minimize risk exposure of the Bank Adhere to all relevant processes and procedures of the Group compliance policy and internal controls Requirements University degree in Business Administration or other relevant qualification 5 years’ relevant experience in retail banking, with good knowledge of investment products Pass the HKSI Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance Customer centric mindset and ability to manage complex interactions effectively Shown strong situation awareness, strong desire to learn and able to work in Agile environment #J-18808-Ljbffr
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Hong Kong Island, Hong Kong SAR China HSBC Full timeA major banking institution in Hong Kong is seeking a Senior Investment Product Specialist to enhance their Private Banking team. The successful candidate will build relationships with high-net-worth clients and provide tailored investment advice. Responsibilities include formulating sales strategies, supporting the team, and training staff on investment...
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Investment Product Specialist
4 days ago
Hong Kong Island, Hong Kong SAR China Eagle Partners (International) Co., Limited Full timeA leading financial services firm in Hong Kong is seeking an Investment Product Specialist to lead and implement coaching techniques for the sales team. The role involves collaborating with Customer Relationship Managers to achieve sales targets and improve customer experience. Candidates should have a degree in Business Administration and 5 years of...
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Senior Investment Product Specialist
4 days ago
Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full timeSenior Investment Product Specialist - Private Banking and Trust Services Hang Seng's Private Banking offers bespoke services for high-net-worth individuals, providing investment advice, capital solutions, health and personal protection, and trustee services. This role focuses on building close relationships with high-net-worth clients, providing...
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Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full timeA leading financial institution in Hong Kong seeks a Senior Investment Product Specialist to enhance its private banking services. The role requires a strong focus on client relations, sales of investment products, and support for frontline staff. Candidates must have a university degree, relevant financial qualifications, and proven experience in selling...
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Senior Finance Specialist
2 hours ago
Hong Kong Island, Hong Kong SAR China Asian Infrastructure Investment Bank Full timeSenior Finance Specialist - Asian Infrastructure Investment Bank Senior Financial Sector Specialist The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since...
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(Senior) Investment Solutions Specialist
7 days ago
Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full time(Senior) Investment Solutions Specialist - Public Sector Governance The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members...
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Senior Policy Specialist
4 days ago
Hong Kong Island, Hong Kong SAR China Asian Infrastructure Investment Bank Full timeSenior Policy Specialist - Asian Infrastructure Investment Bank The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing infrastructure for tomorrow in Asia and beyond, with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We are...
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Senior Investment Communications Specialist
2 hours ago
Hong Kong Island, Hong Kong SAR China Asian Infrastructure Investment Bank Full timeSenior Investment Communications Specialist - Asian Infrastructure Investment Bank Senior Communications Officer (Investment Operations) The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began...
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Investment Strategist
4 days ago
Hong Kong Island, Hong Kong SAR China The Bank of East Asia, Limited Full timeInvestment Strategist - Investment Products and Advisory Investment Strategists under the Investment Strategy Section (ISS) are responsible for formulating asset allocation strategy, preparing periodical investment‑related publications to drive investment‑related activities for Private Banking, Personal Banking, and Corporate Banking customers. The...
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Investment Specialist
2 weeks ago
Hong Kong, Hong Kong SAR China Value Search Asia Full timeup to Director Level Base in Hong Kong Our client, a leading brokerage firm, is now seeking for an experienced Investment Specialist to join their Private Wealth Management team in Hong Kong. Your main task is to manage the marketing of the firm’s investment portfolios and to develop relationship with sales and marketing teams across the Asian region in...