Responsibilities:

1. Communicate with Principal Investment Consultant / Regional Head / Branch Manager on business progress and outlook in formulation of corresponding support strategies.
2. Drive the investment sales business for a specified group of branches and provide advice and plans in meeting sales targets.
3. Coordinate and support sales events (e.g. seminars) for both internal and external clients.
4. Conduct regular coaching, training and market / product briefing to sales staff to enhance their knowledge and selling skills.

Requirements:

1. Degree holder in Finance, Economics or related disciplines.
2. With CFP / CFA / HKRFP qualification is an advantage
3. Preferably possess/obtain Core or Professional level of qualification under the HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM).
4. Possess qualifications for relevant investment license registration.
5. Minimum 5 years investment sales experience in the retail banking industry.
6. Good interpersonal and communication skills.
7. Good command of written and spoken English and Chinese (including Putonghua).