Responsibilities

• Conduct customer portfolio analysis to identify cross-selling investment products opportunities
• Implement and participate in promotion programs to acquire new and retain existing investment business
• Achieve the sales target by collaborating with RMs to conduct pre-case study and carry out joint-call activities 
• Maintain a high standard of customer service and react positively to customer requests
• Support branch sales by sharing sales tactics and providing briefing sessions on investment products
• Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff

Requirements

• University degree in Business Administration or other relevant qualification
• Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
• Minimum 2 years' (3 years for Senior IC) relevant experience in retail banking, with good knowledge of investment products
• Good customer service orientation, interpersonal and communication skills
• Strong self-motivation and ability to work independently
• Proficiency in both English and Chinese, with fluency in Putonghua an advantage