Senior Investment Sales Advisor

China CITIC Bank International Limited

Hong Kong

On-site

HKD 600,000 - 900,000

Full time

14 days+

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Job summary

China CITIC Bank International Limited is seeking an experienced investment sales lead to drive revenue across a cluster of branches. You will advise branches on strategies to hit targets, coach sales staff, and coordinate client events while ensuring AML compliance.

The role requires a finance/economics degree, 5+ years in investment sales within retail banking, and fluency in English and Chinese. CFP/CFA/HKRFP qualifications are advantageous, with a focus on Retail Wealth Management competency.

Qualifications

Bachelor degree in Finance or Economics or related discipline.
CFP/CFA/HKRFP qualifications are advantageous.
HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management preferred.
Minimum 5 years investment sales experience in retail banking.
Strong interpersonal and communication skills.
Proficient in English and Chinese (Putonghua).

Responsibilities

Communicate with Principal Investment Consultant / District Head / Branch Manager on progress and outlook in formulating support strategies.
Drive investment sales for a group of branches and provide advice to meet sales targets.
Coordinate and support sales events (seminars) for internal and external clients.
Conduct regular coaching, training and market/product briefings to sales staff.
Comply with AML/CFT controls per regulatory standards and CNCBI policies.
Establish trusted advisor status by participating in customers' decision-making when appropriate.