Investment Product Specialist, Contact Centre

China CITIC Bank International Limited; Hong Kong; On-site; HKD 300,000 - 420,000; Full time

Job summary

China CITIC Bank International Limited seeks an Investment Product Specialist in the Contact Centre to identify customers’ financial needs and support Sales & Distribution in achieving investment product targets. The role uses inbound and outbound calls to provide market information and to execute investment product transactions.

Candidates should have 2 years investment sales experience, a degree or equivalent, and SFC-IIQAS qualifications. English and Chinese proficiency is required.

Qualifications

• 2 years 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.

Responsibilities

• Identify and explore customers’ financial needs with branches to support Sales & Distribution targets.
• Provide timely market information and execute investment product transactions via inbound and outbound calls.
• Meet sales targets and deliver quality service in compliance with the Bank’s standards.

Education

2 years investment sales or related experience in the retail banking industry.

Bachelor's degree or equivalent preferred.

Job description

Investment Product Specialist, Contact Centre

Work closely with a cluster of branches to identify and explore customers’ financial needs and to support Sales & Distribution Department on meeting investment product target.

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

Achieve individual sales target & service pledge, as well as to deliver quality sales and services in compliance with the Bank’s standard

Requirements

2 years 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 the Bank, please visit our website http://www.cncbinternational.com/careers/en/index.jsp.

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.

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