District Investment Manager

Dah Sing Financial Group
Hong Kong, Hong Kong
Jun 25, 2019
Jul 04, 2019
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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.

  • 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.

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