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 customers' goals.
  • Achieve individual sales targets and deliver exceptional customer service.
Job Description

As a key member of our team, you will work closely with a cluster of branches to identify and explore customers' financial needs. You will also support the Sales & Distribution Department in meeting investment product targets.

Key Responsibilities:

  • Work closely with branches to identify and explore customers' financial needs.
  • Support the Sales & Distribution Department in meeting investment product targets.
  • Execute investment product transactions to meet customers' goals.
  • Achieve individual sales targets and deliver exceptional customer service.

Requirements:

  • 2 years of experience in investment sales or a related field 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 information about career opportunities with China CITIC Bank International Limited, please visit our website at http://www.cncbinternational.com/careers/en/index.jsp. Please apply with your full resume, stating your current and expected salaries.

Personal data collected will be used for recruitment-related purposes only. Applicants not invited for an 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 Limited 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: http://www.cncbinternational.com



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