Investment Consultant / Investment Specialist

Job Title: Investment Consultant / Investment Specialist
Contract Type: Permanent
Location: Hong Kong
Reference: QH191022-1
Contact Name: Queena Ho
Contact Email:
Job Published: October 23, 2019 09:21

Job Description

Investment Consultant / Investment Specialist


Our client is local famous bank, currently looking for potential candidates for the post, Investment Consultant /  Investment Specialist

Job Responsibilities:

- Provide professional support and coach branch sales to meet their investment targets

- To formulate business strategies to support assigned meeting overall targets

- To participate in joint marketing calls with front-line staffs

- Maintain a high standard of customer service and react positively to customer requests



 - Degree holder

- Professional qualification such as CFP or CFA is a plus

- Minimum of 6 years' banking experience

- Strong knowledge of investment products including unit trust, bonds, equities and treasury products, etc.

- HKSI holder

- Excellent communication, interpersonal and presentation skills

- Understanding the selling procedures, rules and compliance requirments


All information received will be kept in strict confidential and only for recruitment purpose.


Interested candidates, please kindly send your detail CV with 

1. Expected Salary

2. Current and last drawn salaries

3) Reason for leaving current and last employments

directly to and CC


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