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

14 days+

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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