Job ref no.: 111208/JS (CT3124870-01#0039)
China CITIC Bank International Limited

Officer, Sales Support (Investment Advisory)(1-year contract)

China CITIC Bank International Limited

Benefits
  • 5-day week
  • Gratuity
  • Medical plan

Key Responsibilities

  • Provide a full spectrum of administrative support including but not limited to new join / transfer / exit logistics arrangement for the Investment Advsiory team members.
  • Line up business related program/ customer event/ team meeting/ external business partner’s event/ seminar and roadshow.
  • Produce timely MIS report to fulfill both internal and external requirements.
  • Follow up document checking with Investment Consultants/ Portfolio Specialists/ Sales Managers in order to ensure the documents are in order.
  • Prepare and consolidate reports including but not limited to sales pipelines, sales program result tracking and ad-hoc report for Investment Consultants/ Portfolio Specialists/ Sales Managers.
  • Assist Investment Sales Managers (ISM) to communicate with other departments in order to enhance the productivity/ efficiency of ISM.
  • Assist sales manager/ ISMs on sales support including but not limited to document scanning, minutes taking, sales follow up with other departments.
  • Prepare and design sales report/ management report according to Head of Investment Advisory/ sales manager’s specification and ongoing maintenance for corporate wealth management.
  • Assist Head of investment advisory/ sales manager by consolidating reports for corporate wealth management on the purpose for business review/ regulatory reporting.
  • Perform administrative duties such as department expenses, maintain department staff annual leave, sick leave and training records.
  • Coordinate with relevant departments for setting up standard office equipment for new joiners in the team, including telephone, computer system & security card.
  • Liaise and co-ordinate with both internal departments and external parties. 

 

Requirements

  • Degree holder preferred.
  • Preferably with 2 years of relevant experience in banks or financial institutions.
  • Good knowledge of banking products.
  • Good interpersonal skills and teamwork.
  • Proficient in Microsoft Excel, Word, Power Point and Outlook.
  • Good command of written and spoken English and Chinese (including Putonghua).

 

For more details about career opportunities with the Bank, please visit our website http://www.cncbinternational.com/careers/en/index.jsp. ; Please apply with full resume stating current and expected salaries.

Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.

China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment.  All employment decisions will be made in a non-discriminatory manner.

More job information
Job ref no. 111208/JS (CT3124870-01#0039)
Salary
Job Function
Industry
Location
  • Admiralty
Employment Term
  • Contract
  • Full-time
Experience
  • 1 year - 2 years
Career Level
  • Entry level
Education
  • Degree