Senior Investment Product Specialist (Forex)/Investment Product Specialist (Forex)

Job level Middle
Work exp Minimum 7 Years
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Within Hong Kong
Employment type Full Time
Industry Banking
Job function Banking / Finance > Investment & Securities
Banking / Finance > Private Banking / Wealth Management
Sales / Business Development / Customer Service > Business Development
Published On 17/10/2019
ref. 495421

Job No.: 495421
Employment Type: Full time
Departments: Personal Banking Products Department
Job Functions: Investment Management, Business Development



  • Provide consistent forex views and coaching to sales staff related to forex products
  • Deliver forex strategies to meet customer’s investment needs
  • Support various kinds of sales activities & client meetings related to forex
  • Provide forex market, product and technical trainings to sales staff


  • Bachelor Degree or above with major in Finance, Economics or related discipline
  • 7 years (Senior Investment Product Specialist) / 5 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 such as CFA/CFP will be an advantage
  • Sufficient experience, good market sense and strong knowledge on forex market & products
  • Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure
  • Enthusiasm in achieving goals
  • Excellent command of spoken and written English and Chinese, and Putunghua is essential
  • Willing to travel overseas & Mainland China