You may also like

Advisory - Risk, Financial Services - Actuarial Services (General Insurance) - Senior Manager

Ernst & Young (EY)
  • Financial Reporting
  • IFRS
  • +2 skills
  • +3 skills

Advisory - Risk, Financial Services - Actuarial Services (General Insurance) - Staff Associate

Ernst & Young (EY)
  • Business Plans
  • CRM
  • +7 skills
  • +8 skills

Advisory – Performance Improvement – IT Advisory – Project Manager

Ernst & Young (EY)
  • Budgets
  • Costing
  • +6 skills
  • +7 skills

Advisory - Technology Advisory (Data Analytics / Data Architect), Financial Services - Various Levels

Ernst & Young (EY)
  • Agile
  • Analytics
  • +15 skills
  • +16 skills

Asia-Pacific Transaction Advisory Centre - Infrastructure Advisory - Various Positions

Ernst & Young (EY)
  • Accountancy
  • Analytics
  • +6 skills
  • +7 skills

VP, Investment & Insurance Advisory

Senior (6-10 years)


Job Description

VP, Investment & Insurance Advisory

Location: Hong Kong


- Driving the growth of Fee Income and Investable asset under management
- Act as investment and insurance product specialist for upgrading and maintaining professionalism in the investment sales area
- Disseminate up-to-date market and product information to frontline associates
- Enhance customer experience by providing portfolio advisory services and end-to-end solutions to meet customers' needs as well as managing excellent after-sales service processes
- Providing and organizing the product trainings for Relationship managers
- Facilitating the onboarding of new I&I products
- Ensure all sales activities are conducted in accordance with all compliance requirements from internal and external


- University graduate with 8 years banking experience in which at least 5 years in investment advisory services
- Qualifications in IIQE/HKSI related areas are required
- Possess CPWP certification or pass in relevant papers
- CFA or CFP will be an advantage
- Excellent communication skills in both English and Chinese (including Cantonese & Putonghua)
- Proactive, excellent team player with strong multi-tasking and organizational skills

Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelBachelor
QualificationCertified Financial Planner (CFP), CFA Level III / CFA Charterholder
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