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


  • 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 


  • 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 “” 

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.

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