Investment & Insurance Advisor, Private Banking
China Construction Bank (Asia) Corporation Limited
Hong Kong, Hong Kong
source : eFinancialCareers Ltd.

Duties :

  • Driving the growth of Fee Income and Investable asset under management
  • Act as investment and insurance product specialist for upgrading and maintaining professionalism in the investment sales area
  • Disseminate up-to-date market and product information to frontline associates
  • Enhance customer experience by providing portfolio advisory services and end-to-end solutions to meet customers' needs as well as managing excellent after-
  • sales service processes

  • Providing and organizing the product trainings for Relationship managers
  • Facilitating the onboarding of new I&I products
  • Ensure all sales activities are conducted in accordance with all compliance requirements from internal and external
  • Requirement :

  • University graduate with 8 years banking experience in which at least 5 years in investment advisory services
  • Qualifications in IIQE / HKSI related areas are required
  • Possess CPWP certification or pass in relevant papers
  • CFA or CFP will be an advantage
  • Excellent communication skills in both English and Chinese (including Cantonese & Putonghua)
  • Proactive, excellent team player with strong multi-tasking and organizational skills
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