Senior/First Vice President, Portfolio Advisor
China Construction Bank
Hong Kong
6天前

Main Responsibilities

  • Drive sales activities to assist branches in delivering their investment business
  • Act as point of contact for all branches on investment enquiries related to mutual funds / structured products / bonds
  • Perform joint call with relationship managers to review client portfolio and present investment ideas to clients
  • Provide backup and support in business activities, i.e. seminars and promotion programs so to achieve investment sales target
  • Constant update of product knowledge on mutual funds and investment products to all branches
  • Provide training and coaching to frontline associates
  • Perform portfolio review and formulate investment strategy for high net worth clients. Able to offer tailored investment planning advice and develop investment proposal for sophisticated clients
  • Liaise with relevant internal departments on compliance, marketing, operations and systems issues
  • Represent the Bank in working with external business partners, i.e. fund management companies
  • Requirements

  • University graduate with at least 8 years relevant sales experience in investment products, experience in mutual fund, FX and structured products is a must
  • Possess HKSI qualification or equivalent
  • CFP / CFA qualification preferred
  • Excellent knowledge in mutual fund, FX and investment products
  • Good command of written and spoken English, Cantonese and Putonghua
  • Strong communication, presentation and interpersonal skills
  • Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

    All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.

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