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China CITIC Bank International Limited

Investment Consultant (Retail Branches)

Hong Kong SARSales

About the role

FinEx AI summary

Drives investment sales across a cluster of retail branches and advises branches on meeting investment product targets. Coordinates sales events and provides coaching, training, and market briefings to sales staff. Ensures compliance with anti-money laundering and counter terrorist financing standards.

Core skills

Investment SalesRetail BankingWealth ManagementAnti-Money LaunderingCounter Terrorist FinancingCoaching

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