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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.