Investment Product Specialist / Senior Investment Product Specialist

Senior (6-10 years)


Technical Skills

  • Economics
  • Investment Advisory
  • Investment Strategy
  • Sales

Job Description

Investment Product Specialist / Senior Investment Product Specialist

Location: Hong Kong


  • Provide investment advice and coaching to sales staff on a wide range of investment products
  • Deliver investment strategy to meet customer investment needs
  • Support various kinds of investment sales activities
  • Provide investment product and technical trainings 


  • Degree or above with major in Business Administration, Finance, Economics or related discipline
  • 6-8 years (Senior Investment Product Specialist) / 4-6 years (Investment Product Specialist) of relevant working experience in Banking / Financial industry
  • Licensed for selling investment products - HKSI LE Paper 1,7 & 8 or equivalent
  • Professional certifications CFP/CFA will be an advantage
  • Good market sense and strong knowledge on investment markets & products
  • Excellent interpersonal and presentation skills, self-motivated and independent
  • Enthusiasm in achieving goals
  • Excellent command of spoken and written English and Chinese
  • Excellent in Putonghua
  • Willing to travel overseas in particular Mainland China
Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelNon-specified
QualificationCertified Financial Planner (CFP), CFA Level III / CFA Charterholder, HKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)
Bank of ChinaInvestment Banking and Brokerage

24/F Bank of China Tower 1 Garden Road Hong Kong

directions_walk10 mins walk from Admiralty Station