Job ref no.: 35446550 (CT3129156-01#0297)
Industrial and Commercial Bank of China (Asia) Ltd

Senior Wealth Management Advisor, Retail Banking and Wealth Management Department

Industrial and Commercial Bank of China (Asia) Ltd

Job Responsibilities
  • Close liaison with Branches to prepare the sales plans and sales activities
  • Review tactical and strategic plans to boost the sales revenue in order to achieve year end assigned target within regulatory framework
  • Develop the sales capacity, sales coaching, training and sales advisory support
  • Manage the sales force with the aim to achieve sales target performance
  • Obtain a thorough understanding of the Hong Kong regulatory framework, in particular related investment / insurance ordinances and guidelines issued by the HKMA and SFC to ensure frontline compliance
  • Closely monitor high net worth clients’ portfolios to continue enhance customers’ experience
Job Requirement
  • Bachelor degree or above in Business, Finance, Economics or other related discipline; CFA, CFP, FRM holders are preferable
  • 4-8 years related working and field experience with solid knowledge on investment and insurance products
  • Excellent communication skill and presentation skill, with strong influencing skill and analytical skill
  • Proficient in MS Office including Word, Excel and Powerpoint
  • Fluent in Cantonese, English and Mandarin

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.

More job information
Job ref no. 35446550 (CT3129156-01#0297)
Job Function
Industry
Location
  • Central
Employment Term
  • Full-time
Experience
  • 5 years
Career Level
  • Middle management level
Education
  • Degree
Require to Travel
  • No travel
Benefits
  • 5-day week
  • Competitive pay
  • Medical plan