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Investment Product Specialist

On-site in Hong Kong·Added 2 days ago (last checked 11 Oct)

Nanyang Commercial Bank

42 open roles

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Overview

Work mode
On-site, Hong Kong
Languages
Chinese
Experience
4+ years

Skills

Nice to have

The role

Investment Product Specialist [Ref: IPS-ALAI]
Responsibilities:
  • Conduct briefings on investment market trend and investment products features to sales staff;
  • Deliver investment strategies to meet customer investment needs;
  • Support various kinds of investment sales activities & client meetings;
  • Provide coaching and technical trainings to sales staff to enhance sales staff's knowledge and skills;
  • Support districts and sales staff to co-achieve business goals.
Requirements:
  • Bachelor's degree or above with major in Finance, Economics or related discipline;
  • At least 4 years relevant working experience in the banking or financial industry;
  • Licensed for dealing in securities - HKSI Paper 1,7 & 8 or equivalent;
  • Professional certifications such as CFA and CFP etc will be an advantage;
  • Sufficient experience, good market sense and strong knowledge on investment markets & products, including but not limited to bonds, equities, commodities & FX, Unit Trust & Structured Products;
  • Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure;
  • Enthusiasm in achieving target;
  • Excellent command of spoken and written English and Chinese, and Putonghua is essential;
  • This position is subject to the Mandatory Reference Checking (MRC) Scheme, as mandated by the Hong Kong Monetary Authority (HKMA).

About Nanyang Commercial Bank

Industry
Banking
Website
ncb.com.hk
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