District Investment Manager

Employer
Dah Sing Financial Group
Location
Hong Kong, Hong Kong
Salary
Competitive
Posted
Jun 25, 2019
Closes
Jul 04, 2019
Ref
6030962
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Reporting to Team Head, Wealth Management Services, you will be responsible for providing customer-oriented sales training of investment products to frontline sales staff so as to achieve the business target.

Responsibilities
  • Act as a bridge between Wealth Management Division and frontline sales staff
  • Develop a customer-oriented selling approach so as to train frontline staff in understanding and meeting the needs of customers effectively with an understanding on the latest regulatory & compliance requirements
  • Provide sales support, training and coaching to frontline sales staff on selling investment products and source investment products for product development team to conduct product due diligence
  • Conduct regular competitive benchmarking on market practice so as to provide input to the marketing plan and strategies of investment and VIP Banking services
  • Conduct investment seminar to uplift the branding on Wealth Management Services
  • Work closely with Branch Management Department on providing feedback of individual sales staff's sales performance on investment products
  • Work closely with Service Quality Department on handling customer-related matters


To meet the challenge, you should have the following qualifications and attributes:

  • Degree holder or above in Finance, Marketing, Business Administration or related disciplines
  • CFA/CFP is a plus
  • 5-8 years of experience in banking industry
  • Professional licensing qualifications per local regulatory bodies requirement
  • Proficient knowledge on wealth management products is a must
  • Excellent communication and interpersonal skills
  • Good command of written and spoken English and Chinese

Please note that only shortlisted candidates will be notified.

Similar jobs

Similar jobs