About the role
FinEx AI summary
Investment Consultant supporting branch distribution to help frontline staff meet investment sales targets. Responsibilities include coaching staff, boosting investment sales, formulating business strategies, identifying suitable customers, preparing presentation materials, and joining marketing calls as an investment product specialist. Minimum 5 years' banking experience and relevant qualifications such as CFP/CFA or HKIB are required.
Core skills
Asset allocationInvestment products knowledge (equities, unit trusts, bonds, treasury)Coaching and supporting branch marketing staffInvestment sales strategy and capacity optimizationCustomer identification and marketingPresentation material preparation