You may also like

Advisory - Strategy, Customer and Operations, Financial Services (Insurance) - Senior Assicate / Manager

Ernst & Young (EY)
  • Business Development
  • Change Management
  • +2 skills
  • +3 skills

INVESTMENT ASST VP – HK listed co – China A-share market – banking / finance / investment / equities / fund management b

JPC Texson
  • Investment Management
  • Investment Strategy
  • +1 skill

Advisory – Risk – Project Risk Advisory – Senior Manager

Ernst & Young (EY)
  • Budgets
  • Business Strategy
  • +4 skills
  • +5 skills

Advisory - Risk Advisory - Senior Associate

Ernst & Young (EY)
  • Accountancy
  • Client Management
  • +7 skills
  • +8 skills

Assistant Manager, Central Dealing Unit, Investment Product & Advisory, Consumer Banking Group

DBS Bank
  • Bloomberg
  • Compliance
  • +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