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Investment Consultant, CITICdiamond
Responsibilities: Communicate with Line Manager/ Principal Investment Consultant / District Head / Branch Manager on business progress and outlook in formulation of corresponding support strategies and provide advice and plans in meeting sales targets. Drive the investment sales business by achieving individual investment target via exploring the investment needs and promote our investment products and services to our clients, as well as to co-ordinate and drive other CITICdiamond/ CITICfirst Relationship Managers within the assigned branches to advise and provide plans in meeting clients' needs. Conduct meeting with customers and be committed to close investment transaction via end-to-end process. Coordinate and support sale


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