Responsibilities:

• Be responsible to assist Branch Sales Management to drive investment performance to meet business target.
• Provide advice and coaching to branch sales staff to boost up the business results of investment products
• Deliver investment strategy and communicate with branch managers to drive the branch sales force to meet customers' investment needs
• Coordinate investment sales related activities
• Provide trainings on market updates, investment products and sale & close transaction skills

Requirements:

• Degree or above with major in Business Administration, Finance, Economics or related discipline
• 4 years of relevant working experience in Banking industry with HKSI 1, 7 & 8 qualifications
• Professional certifications CFP/CFA will be an advantage
• Strong market sense and knowledge on investment products
• Excellent interpersonal and presentation skills, self-motivated and independent
• Good command of spoken and written English and Chinese (Cantonese & Mandarin)

​Please contact Alec MA at 3898 5577 ( Whatsapp: +852 9615 8236 | Email : alec.ma@osmiumcg.com )

investment; consultant; advisory; UT; trust; bond; fund; equities; FX; management; relationship manager; financial service