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Posted on 2023-05-18
Investment Consultant, Product and Investment, Private Banking Department
Job MatcherJob 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
Industrial and Commercial Bank of China (Asia) Limited (“ICBC (Asia)”) is the flagship of overseas business of Industrial and Commercial Bank of China Limited (“ICBC”) – currently the largest commercial bank in China, and it is one of the domestic systemically important banks (D-SIBs) in Hong Kong. Currently, ICBC (Asia) has 57 retail outlets (including 29 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including those of securities, insurance and funds, with a focus on commercial and retail banking as well as global market business. Chinese Mercantile Bank and ICBC Asset Management (Global) Company Limited, two wholly-owned subsidiaries of ICBC (Asia), specialize in Renminbi services in mainland China and ICBC’s global asset management business respectively.
Skills
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Company Overview
Industrial and Commercial Bank of China (Asia) Limited (“ICBC (Asia)”) is the flagship of overseas business of Industrial and Commercial Bank of China Limited (“ICBC”) – currently the largest commercial bank in China, and it is one of the domestic systemically important banks (D-SIBs) in Hong Kong. Currently, ICBC (Asia) has 57 retail outlets (including 29 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including those of securities, insurance and funds, with a focus on commercial and retail banking as well as global market business. Chinese Mercantile Bank and ICBC Asset Management (Global) Company Limited, two wholly-owned subsidiaries of ICBC (Asia), specialize in Renminbi services in mainland China and ICBC’s global asset management business respectively.
