Investment Strategy Manager (IC role)
Ref. Code. HS-0911



  • Overseeing a district with various branches on the sales & product direction of investment products including Unit Trusts & Structured Products
  • Providing training and briefings on investment markets, products & selling skills
  • Conducting joint calls with front line staff, ensuring they meets sales target
  • Assisting in the launch and marketing of investment products
  • Initiating, implementing and monitoring promotion programs & sales strategies to motivate sales staff
  • Back up other team members within the department if necessary




  • Degree holder in Finance, Economics or related disciplines
  • Minimum 5 years’ investment sales experience in the retail banking industry
  • Qualified under SFO for handling Regulated Activities Types 1 & 4
  • Analytical – minded and sensitive to financial market trends
  • Good interpersonal and communication skills
  • Self-motivated and able to work under pressure
  • Good command in both English and Chinese. Fluent in Mandarin is an advantage


Interested candidates, please forward your resume in WORD format to [email protected] quoting reference 'HS-0911' in the subject line


Share on Facebook