Job ref no.: CT3122729-01#4138

Investment Consultant - Premium Banking, Up to 70k

CP Personnel


- Assist in formulating investment strategies
- Grow and develop investment business for high-net-worth customer segment
- Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX, structured products and carry out joint-call activities
- Support branch sales by providing briefing sessions on investment products

- University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CFMP would be an advantage
- 4 years’ investment sales experience with sound product knowledge
- Proficiency in English and Chinese, able to converse in Putonghua a definite advantage
- Pass the Hong Kong Securities Institute Licensing Examination and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance

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More job information
Job ref no. CT3122729-01#4138
  • N/A
Job Function
Employment Term
  • Full-time
  • 4 years
Career Level
  • Non-management level
  • Degree