Investment Consultant - The Bank of East Asia
21 November, 2018
Responsibilities: • To provide professional support and coach branch marketing staff to meet their investment targets • To boost up investment sales, optimize sales capacity and effectiveness for retail investment business • To formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income • To assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base • To participate in joint marketing calls with frontline marketing staff to act as investment product specialist Requirements: • University graduate, preferably with professional qualifications such as CFP or CFA • Minimum of 5 years' banking experience; prior experience as an Investment Consultant will be a definite advantage • Sound technical knowledge of asset allocation & investment products including equities, unit trust, bonds and treasury products, etc. • Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer • Strong self-motivation, able to work independently and under pressure • Excellent analytical, communication, interpersonal and presentation skills • Good understanding of relevant selling procedures, practices, rules and sales compliance requirements • Good command of both spoken and written English and Chinese, with fluency in Putonghua
The Bank of East Asia, Limited ("BEA") is Hong Kong’s largest independent local bank with 78 branches, 55 SupremeGold Centres, and 10 i-Financial Centres throughout the city. With a team of over 3,700 professionals in Hong Kong and more than 9,900 worldwide, BEA embraces a spirit of teamwork in every challenge. Products and services include syndicated loans, trade finance, deposit-taking, foreign currency savings, remittances, mortgage loans, consumer loans, credit cards, Cyberbanking, retail investment and wealth management services, private banking, Renminbi services, foreign exchange margin trading, broking services, Mandatory Provident Fund services, and general and life insurance.