Senior Manager, Wealth Coach (No Sales Target) - HKD 50K to 80K

Employer
Aston Carter Hong Kong
Location
Hong Kong
Salary
Competitive
Posted
Mar 12, 2018
Closes
Mar 16, 2018
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

Job Description

  • Provide insightful market updates and investment strategies on financial market
  • Conduct regular classroom training, workshop and seminar to coach front office sales in providing professional investment advices
  • Be a designated Responsible Officer and make sure the sales procedure aligned with all regulatory requirements
  • Set strategies to motivate sales and drive investment business
  • Work closely with various stakeholder including fund house, compliance and market team
  • Support sales and offer help in various prospecting events

 

Requirements

  • University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFA, CFPCM preferred
  • At least 5 years' solid experiences in all-rounded investment products in banking and 2 years' management experience
  • Banking Branch Manager, Investment Counsellor or experienced Relationship Manager with managing and coaching experience would be preferred
  • Strong interpersonal and communication skills
  • Excellent skills in Powerpoint, Word and Excel
  • Proactive, mature, independent and innovative
  • Proficient in both spoken and written English and Cantonese, Putonghua a definite plus

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