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