We have a current opportunity for a Investment Solutions Sales on a permanent basis. The position will be based in Hong Kong. For further information about this position please apply.
- Provide and deliver investment products to wealthy clients and corporates, such as bond, FX, equity linked derivatives, etc.
- Join business partners in meeting clients, understand their needs and offer suitable investment ideas and solutions
- Perform regular market and credit updates, create investment and trade ideas, and conduct product trainings
- Support product development, such as sales product specification, test plan, implementation, and post launch monitoring and planning
- Start and execute trades and follow up with business partners
- Follow bank policies and procedures and relevant regulatory requirement
- University degree in banking, economics, finance, or related disciplines
- Minimum 5 years of experience and solid knowledge in investment products
- Good at equity sales and equity product experience
- TMA full membership and bank experience in Macau desired
- HKSI Examinations passed and qualified for regulated activity Types 1, 7, 8
- Outstanding interpersonal and communication skills, independent, self-motivated, and a good team player
- Strong work ethic, attention to details, and willing to learn
- Skilled in MS Excel, Word, and Powerpoint
- Fluent in Chinese and English, both spoken and written. Mandarin is a bonus