Investment Consultant - Branch Distribution & Services

The Bank of East Asia

  • Hong Kong
  • Permanent
  • Full-time
  • 6 days ago
Together, we can achieve moreThe Bank of East Asia, Limited ("BEA") is Hong Kong’s largest independent local bank with 48 branches, 42 SupremeGold Centres, and 3 i-Financial Centres throughout the city.Overseas, BEA has established a presence in Southeast Asia, the United Kingdom, and the United States. Worldwide, including Hong Kong and the rest of Greater China, BEA operates around 130 outlets and employs approximately 8,000 people. We invite you to become part of our team and to pursue a bright and exciting future.Responsibilities
  • Provide professional support and coach branch marketing staff to meet their investment targets
  • Boost up investment sales, optimize sales capacity and effectiveness for retail investment business
  • Formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income
  • Assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base
  • Participate in joint marketing calls with frontline marketing staff to act as investment product specialist
Requirements
  • University graduate, preferably with professional qualifications such as CFP or CFA
  • Minimum of 5 years' banking experience; prior experience as an Investment Consultant will be a definite advantage
  • Relevant HKIB qualification is an advantage
  • HKIB Certified Bankers preferred
  • Sound technical knowledge of asset allocation & investment products including equities, unit trust, bonds and treasury products, etc.
  • Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer
  • Strong self-motivation, able to work independently and under pressure
  • Excellent analytical, communication, interpersonal and presentation skills
  • Good understanding of relevant selling procedures, practices, rules and sales compliance requirements
  • Good command of both spoken and written English and Chinese, with fluency in Putonghua
Please apply online via the BEA Careers website at https://careers.hkbea.com/psp/hcmprd/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=1&JobOpeningId=4666&PostingSeq=1 or by clicking the "Apply Now" button. Kindly note that if you are a new user, you have to first create your User Profile before you can apply.Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Data Policy, which is available upon request. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after 1 year.

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