investment consultant, business banking in Quarry Bay

cathleen chen, randstad hong kong
job type
HK$ 45,000 - HK$ 55,000 per month

job details

quarry bay
banking & financial services
job type
working hours
HK$ 45,000 - HK$ 55,000 per month
reference number
cathleen chen, randstad hong kong

job description

  • Well-established leading bank
  • Attractive package with fringe benefits
  • Open for retail banking
about the company.
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 business banking side as investment consultant.
about the job.
  • Conduct customer portfolio analysis to identify cross-selling investment productsopportunities
  • plement and participate in promotion programs to acquire new and retain existing investment business
  • Achieve the sales target by collaborating with Business Banking Relationship Managers to conduct pre-case study,share sales tactics on investment products and carry outjoint-call activities proactively
  • Maintain a high standard of customer service and react positively to customer requests
  • Support branch sales by sharing sales tactics and providing briefing sessions on investment products
  • 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
skills & experiences required.
  • 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 business/ 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


investment, execution, dealing, investment consultant, investment advisor, investment specialist, wealth management


no additional qualifications required

educational requirements

Bachelor Degree