锦鲤求职

中银香港

Investment Portfolio Consultant (IC)

锦鲤会替你打开官网网申、按简历自动填表提交,你只需要在关键步骤确认。

岗位描述

Responsibilities:

Provide investment opinions & conduct briefings on investment market trend and investment products features.

Deliver investment strategies to meet customers' investment needs.

Support investment sales activities & client meeting.

Provide coaching on a wide range of investment products as well as technical trainings to sales staff.

Requirements:

Bachelor Degree or above majoring in Finance, Economics or related discipline is preferred.

Obtain licenses for selling investment products including HKSI Paper 1,7 & 8 or equivalent.

Obtain professional certifications such as CFA, CFP, CRWP, FRM and CMT 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.

Excellent command of spoken and written English and Chinese. Fluent in Putonghua will be an advantage.

Willing to travel overseas & Mainland China.

金融销售方向的申请准备

先核对岗位要求与自己的经历,再准备档案、投递和面试。

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