Portfolio Advisor

Role Details Reference Number CB/WM/PA Job Title Portfolio Advisor Unit/Department Consumer Banking Location Hong Kong Job Posted 2025/12/30 Job Status Full Time Main Responsibilities

• Drive sales activities to assist branches in delivering their investment business
• Act as point of contact for all branches on investment enquiries related to mutual funds /structured products/bonds
• Perform joint call with relationship managers to review client portfolio and present investment ideas to clients
• Provide backup and support in business activities, i.e. seminars and promotion programs so to achieve investment sales target
• Constant update of product knowledge on mutual funds and investment products to all branches
• Provide training and coaching to frontline associates
• Perform portfolio review and formulate investment strategy for high networth clients. Able to offer tailored investment planning advice and develop investment proposal for sophisticated clients
• Liaise with relevant internal departments on compliance, marketing, operations and systems issues
• Represent the Bank in working with external business partners, i.e. fund management companies Requirements
• University graduate with at least 5 years relevant sales experience in investment products, experience in mutual fund, FX and structured products is a must
• Possess HKSI qualification or equivalent
• CFP / CFA qualification preferred
• Excellent knowledge in mutual fund, FX and investment products
• Good command of written and spoken English, Cantonese and Putonghua
• Strong communication, presentation and interpersonal skills
• The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. To apply, please submit your application along with your resume to "recruithk@asia.ccb.com". Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years. All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request. CLOSE