Job No.: 493942 Employment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Financial Management, Investment Management, Risk Management

Job No.: 493942
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Financial Management, Investment Management, Risk Management

Investment Product Specialist / Senior Investment Product Specialist

Job level Middle
Work exp 6 Years To 8 Years
Education Bachelor Degree
Location Central
Employment type Full Time
Industry Banking
Job function Banking / Finance > Investment & Securities
Banking / Finance > Retail Banking / Branch Banking
Banking / Finance > Others
Published On 17/11/2016
ref. 493942

Responsibilities:

  • Provide investment advice and coaching to sales staff on a wide range of investment products
  • Deliver investment strategy to meet customer investment needs
  • Support various kinds of investment sales activities
  • Provide investment product and technical trainings 

Requirements

  • Degree or above with major in Business Administration, Finance, Economics or related discipline
  • 6-8 years (Senior Investment Product Specialist) / 4-6 years (Investment Product Specialist) of relevant working experience in Banking / Financial industry
  • Licensed for selling investment products - HKSI LE Paper 1,7 & 8 or equivalent
  • Professional certifications CFP/CFA will be an advantage
  • Good market sense and strong knowledge on investment markets & products
  • Excellent interpersonal and presentation skills, self-motivated and independent
  • Enthusiasm in achieving goals
  • Excellent command of spoken and written English and Chinese, Mandarin speaking will be an advantage

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please submit your application online. For details, please visit our website “http://www.bochk.com”

Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.