Job ref no.: CT3117585-01#0251
China Construction Bank (Asia) Corporation Ltd

Investment & Insurance Advisor, Private Banking

China Construction Bank (Asia) Corporation Ltd


  • Driving the growth of Fee Income and Investable asset under management
  • Act as investment and insurance product specialist for upgrading and maintaining professionalism in the investment sales area
  • Disseminate up-to-date market and product information to frontline associates
  • Enhance customer experience by providing portfolio advisory services and end-to-end solutions to meet customers' needs as well as managing excellent after-sales service processes
  • Providing and organizing the product trainings for Relationship managers
  • Facilitating the onboarding of new I&I products
  • Ensure all sales activities are conducted in accordance with all compliance requirements  from internal and external


  • University graduate with 8 years banking experience in which at least 5 years in investment advisory services
  • Qualifications in IIQE/HKSI related areas are required
  • Possess CPWP certification or pass in relevant papers
  • CFA or CFP will be an advantage
  • Excellent communication skills in both English and Chinese (including Cantonese & Putonghua)
  • Proactive, excellent team player with strong multi-tasking and organizational skills

To apply, please send the detailed resume by Email: [via CTgoodjobs Apply Now ]


Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.

More job information
Job ref no. CT3117585-01#0251
  • N/A
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 6 years - 8 years
Career Level
  • Middle management level
  • Degree