Investment Consultant

  • Negotiable
  • Hong Kong Hong Kong Hong Kong HK
  • CDI, Plein-temps
  • Talent Axis
  • 19 mars 18 2018-03-19

Our client, a well-established bank, is now seeking an experienced candidate to join their team.


  • Support branch sales by sharing sales tactics and providing briefing sessions on investment products
  • Implement and participate in promotion programs to acquire new and retain existing investment business
  • Maintain a high standard of customer service and react positively to customer requests
  • Conduct customer portfolio analysis to identify cross-selling investment products opportunities
  • Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
  • Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively



  • University degree in Business Administration or other relevant qualification
  • Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Minimum 3 years' relevant experience in retail banking, with good knowledge of investment products
  • Good customer service orientation, interpersonal and communication skills
  • Strong self-motivation and ability to work independently
  • Proficiency in both English and Chinese
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers