Job Title

Investment Manager (Bank)

  • Position:
  • Salary:
  • Location:
  • Job ID: 03238
Share This Job

Job Description

Job duties:

  • Work with Retail and Wealth Management Division, frontline sales & marketing staff as an investment specialist in bank
  • Formulate and implement business strategies to support assigned regions and generating extra investment fee income
  • Boost up investment sales, optimize sales capacity and effectiveness for retail investment business
  • Provide sales support, training and coaching to frontline sales staff on selling wealth management and investment products
  • Train frontline staff in understanding and meeting the needs of customers  with an understanding on the update regulatory & compliance requirements
  • Work closely with Branch Management on providing feedback of individual sales staff’s sales performance and targets on investment products

Job requirements:

  • Degree holder or above in Finance, Marketing, Business Administration or related disciplines
  • Over 4 years of experience in banking field
  • Sound technical knowledge of asset allocation & investment products including equities, unit trust, bonds and treasury products, etc.
  • Professional licensing qualifications per local regulatory bodies requirement



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

Join Our Free Newsletter

Subscribe to our FREE Job Market News , Interview Tips & New Featured Openings.

Have a Question?

We are here to help. Email us or call +852 2877 3560
Contact Us

Investment Manager (Bank) (ID: 3238)

No file !Max size: 5mb (pdf,doc,docx,rtf,zip)

Type the number: