Investment Consultant - Branch Distribution & Services

The Bank of East Asia, Limited; Hong Kong; On-site; HKD 300,000 - 600,000; Full time

Job summary

The Bank of East Asia, Limited is seeking an Investment Consultant to coach branch marketing staff, boost investment sales, and implement business strategies across regions. You will assist frontline teams to identify suitable clients, prepare client presentations, and participate in joint marketing calls as a product specialist.

Candidates should have a university degree, CFP/CFA qualifications, and at least five years in banking; HKIB qualifications are advantageous.

Qualifications

• University graduate, preferably with CFP or CFA qualifications.
• Minimum of 5 years' banking experience; prior experience as an Investment Consultant is advantageous.
• HKIB qualifications are an asset; HKIB Certified Bankers preferred.

Responsibilities

• Provide professional support and coach branch marketing staff to meet investment targets.
• Boost investment sales and optimize sales capacity and effectiveness for retail investment business.
• Formulate and implement business strategies to meet regional targets and generate investment fee income.
• Assist frontline marketing staff to identify suitable customers and prepare presentation materials for clients.
• Participate in joint marketing calls with frontline staff to act as investment product specialist.

Skills

Client coaching

Sales optimization

Presentation skills

Communication

Analytical skills

Education

Bachelor

CFP/CFA

HKIB qualification

Job description

Responsibilities

• 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
• Relevant HKIB qualification is an advantage
• HKIB Certified Bankers preferred
• Sound technical knowledge of asset allocation & investment products including equities, unit trust, bonds and treasury products, etc.
• Passed 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

More Job Information

Job Function

• 銀行 · 金融服務 - 零售銀行服務

Employment Term

• 全職

Employment Term

• 長期

Education

• 學士