Job ref no.: CT3129381-01#0095
Captar Partners

Investment Advisor, Retail Banking (Open for RM!)

Captar Partners

  • Well-developed investment platform
  • Great working culture
  • Great career step up

Company overview.

This well-known international bank has great success in Hong Kong Retail Banking sector with great customer base. With a great business ambition, it is looking for seasoned Investment Advisor to join their team to grow their investment business. 

Job scope.
As the Investment Advisor in this well-known international bank, your key responsibility will be:

  1. To provide professional support and coach branch marketing staff to meet their investment targets
  2. To boost up investment sales, optimize sales capacity and effectiveness for retail investment business
  3. To formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income
  4. To assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base
  5. To participate in joint marketing calls with frontline marketing staff to act as investment product specialist


  • University graduate, preferably with professional qualifications such as CFP or CFA
  • Extensive knowledge on insurance products and services, minimum 5 years of experience in banking selling investment products
  • Good communication, interpersonal and selling skills
  • HKSI licensed
  • Good understanding of relevant selling procedures, practices, rules and sales compliance requirements
  • Good command of both spoken and written English and Chinese, with fluency in Putonghua

If you're interested in this role, please click Apply Now. Alternatively, for a confidential discussion on this role or to find out more opportunities in Retail Banking, please contact Cathleen Chen at +852 3653 5247 or email [via CTgoodjobs Apply Now ]

• salary level: HKD 48,000 - HKD 55,000/ month

More job information
Job ref no. CT3129381-01#0095
  • 48,000 - 55,000 / month
Job Function
Employment Term
  • Full-time
  • 5 years - 10 years
Career Level
  • Non-management level
  • Degree