Chiyu Banking Corporation Limited has been registered as a licensed bank since 1947. Rooted in Hong Kong, we strive to provide one-stop cross-border banking and financial services to customers in Hong Kong, mainland and overseas Chinese. Riding on the edge of the Hong Kong and Fujian business and our...

Chiyu Banking Corporation Limited has been registered as a licensed bank since 1947. Rooted in Hong Kong, we strive to provide one-stop cross-border banking and financial services to customers in Hong Kong, mainland and overseas Chinese. Riding on the edge of the Hong Kong and Fujian business and our cross-border platform, we will continuously maintain its core values of “Sincerity, Flexibility, Tailor-made Service and Professionalism” and provide premium services to our customers to help growing their wealth, and to create values and deliver returns to our stakeholders and staff.

We believe that employees are valuable asset of the company. We offer stimulating careers that will further your personal growth. Come join us for the following position.

Investment Product Specialist

Job level Middle
Work exp 4 Years To 8 Years
Education Bachelor Degree
Location Hong Kong
Employment type Full Time
Industry Banking
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > Investment & Securities
Banking / Finance > Retail Banking / Branch Banking
Published On 14/10/2017
ref. CP-IPS

Responsibilities:

  • Provide advice and coaching to branch sales staff to boost up the business results of investment products
  • Deliver investment strategy and communicate with branch managers to drive the branch sales force to meet customers' investment needs
  • Coordinate investment sales related activities
  • Provide trainings on market updates, investment products and sale & close transaction skills

Requirements:

  • Degree or above with major in Business Administration, Finance, Economics or related discipline
  • 4 years of relevant working experience in Banking industry with HKSI 1, 7 & 8 qualifications
  • Professional certifications CFP/CFA will be an advantage
  • Strong market sense and knowledge on investment products
  • Excellent interpersonal and presentation skills, self-motivated and independent
  • Good command of spoken and written English and Chinese (Cantonese & Mandarin)