District Investment Manager

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.