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Senior Investment Consultant Job Opening In Hong Kong, Hong Kong – Now Hiring Cornerstone Global Partners


Job description

Job description
Role overview:
Conduct customer portfolio analysis to identify cross-selling investment products opportunities
Implement and participate in promotion programs to acquire new and retain existing investment business
Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively
Maintain a high standard of customer service and react positively to customer requests
Support branch sales by sharing sales tactics and providing briefing sessions on investment products
Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff


Ideal Profile:
University degree in Business Administration or other relevant qualification
Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
Minimum 3 years’ relevant experience in retail banking, with good knowledge of investment products
Good customer service orientation, interpersonal and communication skills
Strong self-motivation and ability to work independently
Proficiency in both English and Chinese
Customer centric mindset and ability to manage complex interactions effectively
Shown strong situation awareness, strong desire to learn and able to work in Agile environment
Advocate of openness, able to create a cohesive teamwork and inspire others
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Required Skill Profession

Sales Representatives, Services


  • Job Details

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Unlock Your Senior Investment Potential: Insight & Career Growth Guide


Real-time Senior Investment Jobs Trends (Graphical Representation)

Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Senior Investment in Hong Kong, Hong Kong, highlighting market share and opportunities for professionals in Senior Investment roles.

2090 Jobs in Hong Kong
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Download Senior Investment Jobs Trends in Hong Kong and Hong Kong

Are You Looking for Senior Investment Consultant Job?

Great news! is currently hiring and seeking a Senior Investment Consultant to join their team. Feel free to download the job details.

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The Work Culture

An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Cornerstone Global Partners adheres to the cultural norms as outlined by Expertini.

The fundamental ethical values are:

1. Independence

2. Loyalty

3. Impartiapty

4. Integrity

5. Accountabipty

6. Respect for human rights

7. Obeying Hong Kong laws and regulations

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What Are the Key Qualifications for Senior Investment Consultant?

Key qualifications for Senior Investment Consultant typically include Sales Representatives, Services and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

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Interview Tips for Senior Investment Consultant Job Success

Cornerstone Global Partners interview tips for Senior Investment Consultant

Here are some tips to help you prepare for and ace your Senior Investment Consultant job interview:

Before the Interview:

Research: Learn about the Cornerstone Global Partners's mission, values, products, and the specific job requirements and get further information about

Other Openings

Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

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Final Thought:

To prepare for your Senior Investment Consultant interview at Cornerstone Global Partners, research the company, understand the job requirements, and practice common interview questions.

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By following these tips, you can increase your chances of making a positive impression and landing the job!

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