Digital Investment Relationship Manager Digital Investment Relationship Manager …

Don Nelson Recruitment Limited
in Hong Kong
Permanent, Full time
Last application, 17 Jun 21
45,000
Don Nelson Recruitment Limited
in Hong Kong
Permanent, Full time
Last application, 17 Jun 21
45,000
Posted by:
Betsy Lee • Recruiter
Posted by:
Betsy Lee
Recruiter
Solicit investment product knowledge including FX related products, Equity Link Investments (ELI), Investment Fund (UT), Bonds or other wealth management products as appropriate.

Responsibilities: 

Meet / exceed sales target assigned
Solicit investment product knowledge including FX related products, Equity Link Investments (ELI), Investment Fund (UT),   Bonds or other wealth management products as appropriate.
Work to understand customers’ needs through proactive communication with customers, branch staff, product specialists, treasury and/or marketing teams prior to completing transactions.
Support GBA (cross border) business is advantage 
Process transaction by adhering to the Bank’s operational procedures.

Requirements: 

University degree with minimum 3-year experience in sales of Investment products or lower academic qualifications  with substantial years of relevant experience.
Professional licensing qualifications on HKSI Papers 1, 7 & 8
Good command of spoken & written in English and Chinese. Fluency in Putonghua is preferable.

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