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Portfolio Advisor

Intermediate (3-6 years)


Technical Skills

  • Fund Management
  • FX
  • Mutual Funds

Job Description

Portfolio Advisor

Location: Hong Kong


- Drive sales activities to assist branches in delivering their business target
- Act as point of contact for all branches on investment enquiries related to mutual funds /structured products/bonds
- Perform joint call with relationship managers to review client portfolio and present investment ideas to clients
- Provide backup and support in business activities, i.e. seminars and promotion programs so to achieve sales target
- Constant update of product knowledge on mutual funds and investment products to all branches
- Provide training and coaching to frontline associates
- Perform portfolio review and formulate investment strategy for high networth clients. Able to offer tailored investment planning advice and develop investment proposal for sophisticated clients
- Liaise with relevant internal departments on compliance, marketing, operations and systems issues
- Represent the Bank in working with external business partners, i.e. fund management companies


- University graduate with at least 5 years relevant sales experience in investment products, experience in mutual fund, FX and structured products is a must
- Possess HKSI qualification or equivalent
- CFP / CFA qualification preferred
- Excellent knowledge in mutual fund, FX and investment products
- Good command of written and spoken English, Cantonese and Putongua
- Strong communication, presentation and interpersonal skills

Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
QualificationCertified Financial Planner (CFP)
LanguageEnglish, Cantonese
China Construction BankFinancial Services, Retail and Commercial Banking

28/F, CCB Tower, 3 Connaught Road Central, Central, Hong Kong

directions_walk7 mins walk from Central Station