Job Title

Investment Manager (Bank)

  • Position:
  • Salary:
  • Location:
  • Job ID: 03160
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Job Description

Job duties:

  • Assist frontline marketing staff to identify suitable customers for marketing of products and prepare presentation materials to customers
  • Support and coach branch sales staff to meet their investment targets
  • Participate in joint calls with frontline staff to act as investment product specialist
  • Boost up investment sales, optimize sales capacity and effectiveness for retail investment business
  • Formulate and implement business strategies to support assigned regions and meet overall targets and generating extra investment fee income

Job requirements:

  • University graduates or equivalent
  • Over 4 years’ banking experience; prior experience as an Investment Consultant is an advantage
  • Sound technical knowledge of asset allocation & investment products in bank including equities, unit trust, bonds and treasury products, etc.
  • Pass in the HKSI Examination or an Exempted / Qualified Securities Dealer
  • Self-motivated and able to work independently
  • Good understanding of relevant selling procedures, practices, rules and sales compliance requirements


Interested parties please send your detail resume in MS WORD format with current and expected salary through APPLY FOR THIS JOB.

All data collected will be used for recruitment purpose only & will be used strictly confidential.
Only shortlisted candidates will be notified.

Required: Admin & HR

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Investment Manager (Bank) (ID: 3160)

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