CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Our client is a Well-established leading bank in Hong Kong, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an experienced investment professional to join their team.
about the job
As the Investment Consultant, your prime responsibility will be as follow:
Devise and implement sales plans to increase the investment business penetration in target customer segments
Achieve sales goal on investment products within designated district by exploring/evaluating business opportunities from existing portfolio and expanding customer base
Review and monitor the service standard provided to customers and to react positively to customer requests
Provide guideline and training for sales staff to enhance their investment knowledge and ensure full compliance of both regulatory and internal requirement
Provide customer feedback and latest market trend to assist in product development, as well as recommend marketing strategies and promotion offers
skills and qualifications
University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CFMP an advantage
Fulfilment of the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
Minimum of 5 years' sales experience in different investment products
Good leadership, interpersonal and communication skills
Strong self-motivation and ability to work independently
Proficiency in both English, Cantonese and Putonghua
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Candidate with less experience or less sales management experience will be considered as junior investment specialist
Candidate with international/Mainland experience will be considered to post them to International Banking Services Team
If you have the right experience and skills for this role and would like to advance your career to the next level, please apply with your updated resume or contact Cathleen Chen (Associate Consultant - Retail Banking) at 852 2232 3482 for further discussion or email you updated resume to email@example.com.