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Hong Kong

    Senior Wealth Management Advisor - Hong Kong, 香港 - Industrial and Commercial Bank of China (Asia) Limited

    Industrial and Commercial Bank of China (Asia) Limited background
    全职
    描述
    Job Responsibilities
    • Close liaison with Branches to prepare the sales plans and sales activities
    • Review tactical and strategic plans to boost the sales revenue in order to achieve year end assigned target within regulatory framework
    • Develop the sales capacity, sales coaching, training and sales advisory support
    • Manage the sales force with the aim to achieve sales target performance
    • Obtain a thorough understanding of the Hong Kong regulatory framework, in particular related investment ordinances and guidelines issued by the HKMA and SFC to ensure frontline compliance
    • Closely monitor high net worth clients' portfolios to continue enhance customer'experience
    Job Requirement
    • Bachelor degree or above in Business, Finance, Economics or other related discipline; CFA, CFP, FRM holders are preferable
    • At least 4 years' related working and field experience with solid knowledge on investment and insurance products
    • Excellent communication skill and presentation skill, with strong influencing skill and analytical skill
    • Proficient in MS Office including Word, Excel and Powerpoint
    • Fluent in Cantonese, English and good in Mandarin


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