Portfolio Advisor

China Construction Bank (Asia); Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

A banking institution in Hong Kong is seeking a Portfolio Advisor to act as a key contact for branches regarding investment enquiries. The role involves reviewing client portfolios, providing tailored investment strategies, and training staff on investment products. Candidates should have at least 5 years of relevant sales experience in investment products and excellent knowledge in mutual funds and structured products. This is a full-time position at mid-senior level, requiring strong communication and interpersonal skills.

Qualifications

• At least 5 years of relevant sales experience in investment products.
• Experience in mutual funds, FX, and structured products is required.
• Excellent knowledge of mutual funds, FX, and investment products.

Responsibilities

• Act as a point of contact for branches on investment enquiries.
• Perform joint calls with relationship managers to review portfolios.
• Provide training and coaching to frontline associates.

Skills

Sales experience in investment products

Knowledge of mutual funds

Communication skills

Presentation skills

Education

University degree

HKSI qualification

CFP or CFA qualification (preferred)

Job description

Portfolio Advisor – China Construction Bank (Asia)

Join to apply for the Portfolio Advisor role at China Construction Bank (Asia).

Main Responsibilities

• Act as point of contact for all branches on investment enquiries related to mutual funds, structured products and bonds.
• Perform joint calls with relationship managers to review client portfolios and present investment ideas to clients.
• Provide backup and support in business activities, i.e. seminars and promotion programs, to achieve investment sales targets.
• Constantly update product knowledge on mutual funds and investment products for all branches.
• Provide training and coaching to frontline associates.
• Perform portfolio reviews and formulate investment strategies for high‑net‑worth clients, offering tailored investment planning advice and developing investment proposals for sophisticated clients.
• Liaise with relevant internal departments on compliance, marketing, operations and systems issues.
• Represent the Bank in working with external business partners, e.g. fund management companies.
• The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement.

Requirements

• University graduate with at least 5 years of relevant sales experience in investment products.
• Experience in mutual funds, FX and structured products is a must.
• Possess HKSI qualification or equivalent.
• CFP or CFA qualification preferred.
• Excellent knowledge of mutual funds, FX and investment products.
• Good command of written and spoken English, Cantonese and Putonghua.
• Strong communication, presentation and interpersonal skills.

To apply, please submit your application along with your resume to [e-mail]. Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

Industries

Banking