Posted on 2022-06-07
Industrial and Commercial Bank of China (Asia) Ltd

Associate Director, Product and Investment, PBD

Industrial and Commercial Bank of China (Asia) Ltd

Job Responsibilities

  • Act as product specialist in Private Banking to maintain, motivate and coordinate the sale of investment products, and work closely with relationship managers to meet sale target
  • Train relationship managers on product knowledge and monitor investment ideas
  • Deliver investment ideas with clients through face-to-face/conference call
  • Construct client portfolio proposal and review according to clients' needs
  • Provide daily trade and administrative support
  • Assist in product launch cycle, from due diligence to after-launch training and review
  • Ensure sales conduct are in strict adherence
  • Upgrade and maintain professionalism in investment

Job Requirements

  • University Degree or above in related subjects
  • Strong investment products knowledge
  • CFA, CPWP, holder of SFC / HKMA / Insurance license is ideal, but not a must
  • At least 3 years related banking and wealth management experience
  • Excellent communication skill, writing skill and analytical skill
  • Good command of spoken and written English and Chinese including Putonghua
  • Occasional travel required
More job information
  • 5-day week
  • Medical plan
Job Function
Employment Term
  • Permanent
  • Full-time
  • 3 years - 8 years
Career Level
  • Senior management level
  • Degree
Require to Travel
  • No travel