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Investment Consultant

Hong Kong
Job Type
8 Sep 2022


  • To be a team member of Branch Distribution & Services Department
  • 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


  • 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
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  • Job Reference: 707120328-2
  • Date Posted: 8 September 2022
  • Recruiter: The Bank of East Asia
  • Location: Hong Kong
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent