Investment Product Specialist

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full time
Job Highlights
  • Identify and explore customers' financial needs to provide tailored solutions.
  • Execute investment product transactions to meet customer objectives.
  • Achieve individual sales targets and service pledges while delivering quality sales and services.
Key Responsibilities

Work closely with a cluster of branches to identify and explore customers' financial needs and support the Sales & Distribution Department in meeting investment product targets.

Exploit business opportunities through inbound and outbound phone activities to provide timely market information and execute investment product transactions.

Achieve individual sales targets and service pledges, as well as deliver quality sales and services in compliance with the Bank's standards.

Requirements
  • 2 years of investment sales or related experience in the retail banking industry.
  • Preferably a Degree holder or equivalent.
  • Possess IIQAS and other required qualifications under SFC for selling investment products.
  • Good interpersonal, telephone manner, and communication skills.
  • Sales-oriented and proactive achiever.
  • Good command of written and spoken English and Chinese (including Putonghua).

For more details about career opportunities with China CITIC Bank International, please visit our website. Please apply with a full resume stating current and expected salaries.

Personal data collected will be used for recruitment-related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.

China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment. All employment decisions will be made in a non-discriminatory manner.

Additional Information

Career Level: Middle

Years of Experience: 2 years

Job Type: Full Time, Permanent

Company Website:



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