Job Details

Investment Consultant

Company

Zebra 施伯樂

Published

2017-08-11

Closes

 

Location

Hong Kong, Hong Kong

Category

Banking and Finance

Type

Full-time

Description

Responsibilities:

  • Responsible for coaching & motivating branch staff in achieving the branch's mutual fund revenue target;
  • Ensure sales conduct and contact with customers are in strict adherence to the compliance standards set by the bank and the local regulatory bodies;
  • Upgrade and maintain the professionalism in the investment sales area through the provision of internal training and coaching to relationship officers;
  • Promote and advise customers on mutual fund investment based on asset allocation models; 
  • Assist customers in assessing their risk preference through systematic profiling process and recommend investment products that meet their needs.

Requirements:

  • Minimum 5 years of relevant working experience in servicing mutual fund clients and individual accounts;
  • University degree preferred;
  • Good working knowledge of mutual fund market;
  • HKSI LE Paper 1, 7 & 8 or equivalent;
  • Proactive with good team spirit;
  • Excellent communications & interpersonal skills;
  • Enthusiasm in achieving goals; 
  • Good command of English, Cantonese & Mandarin.