Investment Advisory Specialist

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China The Bank of East Asia Full time
Responsibilities
  • Offer expert guidance and mentorship to branch marketing personnel to achieve their investment objectives.
  • Enhance investment sales performance, maximizing sales efficiency and effectiveness within the retail investment sector.
  • Develop and execute strategic business plans to assist designated regions in achieving overall goals and generating additional investment fee revenue.
  • Support frontline marketing teams in identifying appropriate clients for product promotion, creating presentation materials, and establishing a solid business foundation.
  • Engage in collaborative marketing efforts alongside frontline staff, serving as the investment product authority.
Requirements
  • Bachelor's degree, ideally with professional credentials such as CFP or CFA.
  • A minimum of 5 years in banking; previous experience as an Investment Consultant is highly advantageous.
  • Comprehensive technical understanding of asset allocation and investment offerings, including equities, unit trusts, bonds, and treasury instruments.
  • Successful completion of the Hong Kong Securities Institute Licensing Examination or status as an Exempted/Qualified Securities Dealer.
  • Strong self-motivation with the ability to work autonomously and thrive under pressure.
  • Exceptional analytical, communication, interpersonal, and presentation capabilities.
  • Solid grasp of relevant sales procedures, practices, regulations, and compliance requirements.
  • Proficient in both spoken and written English and Chinese, with fluency in Putonghua.


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