Home Hong Kong Investment Product Specialist, Contact Centre

Home Hong Kong Investment Product Specialist, Contact Centre

Investment Product Specialist, Contact Centre

Full time at China CITIC Bank International Limited in Hong Kong
Posted on May 8, 2024

Job details

Job Highlights

  • Identify and explore customers’ financial needs
  • Execute investment product transactions
  • Achieve individual sales target & service pledge
Job Description Key Responsibilities Work closely with a cluster of branches to identify and explore customers’ financial needs and to support Sales & Distribution Department on meeting investment product target. Exploiting business opportunities through inbound and outbound phone activities to provide timely market information and to execute investment product transactions. Achieve individual sales target & service pledge, as well as to deliver quality sales and services in compliance with the Bank’s standard Requirements
  • 2 years investment sales or related experience in the retail banking industry.
  • Preferably a Degree holder or equivalent.
  • Possess IIQAS and other required qualifications under SFC for selling investment products.
  • Good interpersonal, telephone manner and communication skills.
  • Sales Oriented and proactive achiever.
  • Good command of written and spoken English and Chinese (including Putonghua).
For more details about career opportunities with the Bank, please visit our website Please apply with full resume stating current and expected salaries. Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months. China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment. All employment decisions will be made in a non-discriminatory manner. Additional Information Career Level Middle Years of Experience 2 years Job Type Full Time, Permanent Company Website

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