Investment Product Specialist — Drive Sales & Client Impact

China CITIC Bank International Limited; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

China CITIC Bank International Limited is recruiting for an investment sales role in Hong Kong. The position focuses on identifying customers’ financial needs, driving investment product sales, and meeting targets while ensuring compliance with regulations and internal standards.

The role requires 2 years of related experience, a degree, and relevant SFC qualifications, with strong English and Chinese communication skills, including Putonghua.

Qualifications

• 2 years investment sales or related experience in retail banking.
• 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.
• Good command of written and spoken English and Chinese (Putonghua).
• Possess qualifications for relevant investment licenses registration.

Responsibilities

• 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

Skills

Interpersonal skills

Telephone manners

Communication skills

Sales oriented

Proactive

Bilingual English/Chinese

Education

Degree holder

Job description

China CITIC Bank International Limited is recruiting for an investment sales role in Hong Kong. The position focuses on identifying customers’ financial needs, driving investment product sales, and meeting targets while ensuring compliance with regulations and internal standards.

The role requires 2 years of related experience, a degree, and relevant SFC qualifications, with strong English and Chinese communication skills, including Putonghua.