Investment Consultant
China CITIC Bank International(3 months ago)
About this role
A retail wealth-management role at a Hong Kong bank focused on supporting and driving investment sales across branch networks. The position acts as a liaison between branch/district leadership and central investment teams to align sales strategy and client engagement.
Required Skills
- Investment Sales
- Client Advisory
- Relationship Management
- Event Coordination
- Sales Coaching
- Product Briefing
- AML Compliance
- Interpersonal Skills
- Communication
Qualifications
- Degree in Finance or Economics
- CFP
- CFA
- HKRFP
- HKMA ECF Core/Professional (Retail Wealth Management)
- Insurance/Investment License
About China CITIC Bank International
cncbinternational.comN/A
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