Responsibilities

• Promote and advise customers on mutual fund investment based on asset allocation models. 
• Assist customers in assessing their risk preference through systematic profiling process and recommend investment products that meet their needs. 
• Responsible for coaching & motivating branch staff in achieving the branch’s mutual fund revenue target. 
• Ensure sales conduct and contact with customers are in strict adherence to the compliance standards set by the bank and the local regulatory bodies. 
• Upgrade and maintain the professionalism in the investment sales area through the provision of internal training and coaching to RMs/PBs

Qualification

• High Integrity
• Minimum 3 years of relevant working experience in servicing mutual fund clients and individual accounts.  University degree preferred. 
• Good working knowledge of mutual fund market. 
• Proactive with good team spirit.  
• Excellent communications & interpersonal skills. 
• Enthusiasm in achieving goals.  
• Good command of English & Mandarin.