Job ref no.: CT3115413-01#5264

Investment Product Specialist (Ref: IPS/RS)

Crossings Executive Search

Our Client is a recognized brand in the Banking and Financial Services industry, seeking high merit professionals to join their Wealth Sales Distribution team.


What you would be doing:


  • Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively
  • Implement and participate in promotion programs to acquire new and retain existing investment business and conduct customer portfolio analysis to identify cross-selling investment products opportunities
  • Maintain a high standard of customer service and react positively to customer requests
  • Support branch sales by sharing sales tactics and providing briefing sessions on investment products
  • Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff


Good to have:


  • Securities Institute Licensing Examination (HK) and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Minimum 3 years relevant experience in retail banking, with good knowledge of investment products
  • Good customer service orientation, interpersonal and communication skills
  • Strong self-motivation and ability to work independently
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • University degree in Business Administration or other relevant qualification
  • Proficiency in both English and Chinese


For all applications, please send us your updated CV to resume(at) quoting reference IPS/RS

Interested parties please click Apply Now

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More job information
Job ref no. CT3115413-01#5264
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 3 years - 8 years
Career Level
  • Non-management level
  • N/A