Senior Portfolio & Investment Advisor

China Construction Bank (Asia) Corporation Limited

Hong Kong

On-site

HKD 700,000 - 900,000

Full time

14 days+

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Job summary

China Construction Bank (Asia) Corporation Limited is seeking an experienced investment sales professional to drive branch-led investment business, act as the main contact for complex inquiries, and present ideas to clients. The role involves portfolio reviews and coordination with relationship managers to promote mutual funds, FX and structured products.

The ideal candidate has 5+ years in investment product sales, HKSI or equivalent, and may hold CFP/CFA qualifications.

Qualifications

University graduate with at least 5 years' relevant sales experience in investment products.
HKSI qualification or equivalent.
CFP / CFA qualification preferred.
Strong knowledge of mutual funds, FX and investment products.
Excellent written and spoken English, Cantonese and Putonghua.
MRCS references checks required.

Responsibilities

Drive sales activities to assist branches in delivering investment business.
Act as point of contact for all branches on investment inquiries related to mutual funds, FX, and structured products.
Perform joint calls with relationship managers to review client portfolios and present investment ideas.
Provide training and coaching to frontline associates and support seminars and promotions.