Job ref no.: HS-0911 (CT3119362-01#1926)

Investment Strategy Manager (IC role) (HS-0911)

WallStone Partners & Company Limited


  • Overseeing a district with various branches on the sales & product direction of investment products including Unit Trusts & Structured Products
  • Providing training and briefings on investment markets, products & selling skills
  • Conducting joint calls with front line staff, ensuring they meets sales target
  • Assisting in the launch and marketing of investment products
  • Initiating, implementing and monitoring promotion programs & sales strategies to motivate sales staff
  • Back up other team members within the department if necessary


  • Degree holder in Finance, Economics or related disciplines
  • Minimum 5 years’ investment sales experience in the retail banking industry
  • Qualified under SFO for handling Regulated Activities Types 1 & 4
  • Analytical – minded and sensitive to financial market trends
  • Good interpersonal and communication skills
  • Self-motivated and able to work under pressure
  • Good command in both English and Chinese. Fluent in Mandarin is an advantage

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More job information
Job ref no. HS-0911 (CT3119362-01#1926)
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 5 years - 10 years
Career Level
  • Middle management level
  • Degree