Senior Portfolio Advisor - Wealth & Investment Strategy

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

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.