Private Banking Investment Advisor & Product Specialist

Industrial and Commercial Bank of China (Asia) Limited; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Industrial and Commercial Bank of China (Asia) Limited in Hong Kong is seeking a Product Specialist for Private Banking to drive investment product sales, train relationship managers, and coordinate with partners to meet targets.

You will deliver investment ideas to clients, build portfolio proposals, provide daily trade support, and assist in product launches, while maintaining high standards of compliance and professional investment conduct.

Qualifications

• University Degree or above in related subjects
• Strong investment products knowledge
• Qualifications in SFC / HKMA / IIQA
• CFA / CPWP is highly preferred
• At least 3 years related banking and wealth management experience
• Excellent communication, writing and analytical skills
• Good command of spoken and written English and Chinese including Putonghua
• Occasional travel required

Responsibilities

• Act as product specialist in Private Banking to maintain, motivate and coordinate the sale of investment products, and work closely with relationship managers to meet sale target
• Train relationship managers on product knowledge and monitor investment ideas
• Deliver investment ideas with clients through face-to-face/conference call
• Construct client portfolio proposal and review according to clients' needs
• Provide daily trade and administrative support
• Assist in product launch cycle, from due diligence to after-launch training and review
• Ensure sales conduct are in strict adherence
• Upgrade and maintain professionalism in investment

Skills

Investment product knowledge

Verbal & written communication

Analytical skills

Client relationship management

Bilingual English/Chinese

Education

Bachelor's degree or above in related subjects

Job description

Industrial and Commercial Bank of China (Asia) Limited in Hong Kong is seeking a Product Specialist for Private Banking to drive investment product sales, train relationship managers, and coordinate with partners to meet targets.

You will deliver investment ideas to clients, build portfolio proposals, provide daily trade support, and assist in product launches, while maintaining high standards of compliance and professional investment conduct.