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Job Description

Investment Consultant

Job ID:BF-BW-20701 Posted Date:18 Jun 2017
Industry:Wealth Management Specialization:Relationship Management
Job Type:Full-Time Location:Hong Kong

Company Description

Our client, a regional banking group, is looking for Investment Consultant to cope with their expanding business. 


 - Conduct market research and benchmark analytics for reports, proposals, circulars and correspondence write-up for HR codes, guidelines and programs etc

- Other special projects and duties as directed by Department Head and other compliance related information 


  • Monitor the investment product sales quality and performance of relationship managers in branches
  • Coach, train and equip the sales team with the most updated market information to facilitate sales activities
  • Formulate sales strategies with internal parties to generate business



  • Degree holder in business or related disciplines
  • Min. 5 years of investment product selling experience in banking
  • Qualified with HKSI and IIQE
  • Proven sales track record
  • Strong leadership and communication skills
  • Fluent Cantonese, Mandarin and English

Remuneration:    Basic salary plus bonus