• 30k-50K CNY
  • Shanghai, Shanghai Shi, China
  • Permanent, Full time
  • CreditEase
  • 2018-09-18

Investment Consultant

We are looking for someone who can help us – establish long-term mutually beneficial relationships with clients – select advisory processes and agreements designed to meet our clients’ needs, objectives and expectations – keep accurate, up-to-date client investor profiles – develop a client investment strategy and keep a close eye on portfolio quality – create and implement a strategic client book development plan with measurable actions comply with all regulation, policies and standards, contributing to an effective risk cultu

• Lead and drive sales performance of frontline sales to achieve overall sales targets 
assigned for investment products
• Develop sales strategies and business plans for branches with District Heads and 
Branch Managers to optimise sales capacity and effectiveness
• Conduct regular coaching, training, and market/product briefing to sales staff to 
enhance their functional competencies & professionalism in the course of 
interacting with customers
• Provide professional support and service to sales staff and customers through joint 
sales calls and regular portfolio review for customers with sales staff
• Assist branches to resolve complex enquiries and complaints
• Provide regular and timely feedback to product taskforce team on customer 
acceptability on new investment products, services and sales issues
• Compliance of own self with physical and information security standards

Shanghai, Shanghai Shi, China Shanghai Shanghai Shi CN