Provide investment opinions & conduct briefings on investment market trend and investment products features.
Deliver investment strategies to meet customers'''' investment needs.
Support investment sales activities & client meeting.
Provide coaching on a wide range of investment products as well as technical trainings to sales staff.
Requirements:
Bachelor Degree or above majoring in Finance, Economics or related discipline is preferred.
Obtain licenses for selling investment products including HKSI Paper 1,7 & 8 or equivalent.
Obtain professional certifications such as CFA, CFP, CRWP, FRM and CMT will be an advantage.
Sufficient experience, good market sense and strong knowledge on investment markets & products, including but not limited to bonds, equities, commodities & FX, Unit Trust & Structured Products.
Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure.
Excellent command of spoken and written English and Chinese. Fluent in Putonghua will be an advantage.
Willing to travel overseas & Mainland China.
Numbers & Facts
Location
Nashville, TN
Skills
Bond Marketunmatched
Chartered Financial Analyst (CFA)unmatched
Chinese Languageunmatched
Coachingunmatched
Consultingunmatched
Economicsunmatched
English Languageunmatched
Financeunmatched
Integrated Circuits (ICs)unmatched
Interpersonal Skillsunmatched
Investment Strategyunmatched
Market Trend Analysisunmatched
Presentation/Verbal Skillsunmatched
Salesunmatched
Sales Supportunmatched
Sales Trainingunmatched
Willing to Travelunmatched
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