Investment Counselor – Retail Banking (Private Clients Segment) recruitment
- Attractive remuneration and fringe benefits
- Great sales management opportunity- stepping stone to Private Banking field
Job Description
- Lead and drive sales performance of front line sales to achieve overall sales targets assigned for investment products
- Develop sales strategies and business plans for cluster branches with District Head and Branch Managers to optimize sales capacity and effectiveness
- Conduct regular coaching, training and market / product briefing to sales staff to enhance their knowledge and selling skills
- Develop investment research and sales materials/ scripts for sales staff to enhance their professionalism and sales efficiency
- Provide professional support and advice to both sales staff and customers through joint sales calls and regular portfolio reviews
- Provide regular and timely feedback to product team on customer acceptability on new investment products, services and sales issues
- Participate in product development and process improvement projects and initiatives as assigned
- Improve control and compliance quality on investment selling; assist branch to investigate and handle investment complaints
The Successful Applicant
- University degree in Economics, Finance or a related discipline, preferably with professional qualifications such as CFA, CFP or CFMP
- Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
- Minimum of 5 years wealth management experience in banks with no less than 1 year solid Investment Counseling exposure
- Good communication, interpersonal and analytical skills
- Strong self-motivation and ability to work under pressure
- Proficiency in both English and Chinese
What's On Offer
Opportunity to work with a multinational banking corporation in a managerial role that has the potential to pay attractive remuneration and bonuses based on successful performance.
Apply for this job
Apply online using the form below or phone Karen Chan on + 852 2258 3500 quoting job reference H1376950
July 13, 2012
• Tags: FX & Money Markets careers in the Hong Kong SAR, Investment Counselor, Retail Banking (Private Clients Segment) recruitment • Posted in: Financial