Investment Counselor – Retail Banking recruitment
- Attractive base salary quarterly incentive, discretionary year-end bonus
- Good sales management opportunity
About our Client
Our client is a multinational banking corporation recognized worldwide and they are now seeking experienced individuals to join their sales management team.
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 in which 3 years working as Relationship Manager, with good knowledge of investment products
- 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.
To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Karen Chan quoting reference number H1207960 on +852 3602 2418.
March 9, 2012
• Tags: Investment Counselor, Private Banking, Retail Banking recruitment, Wealth Management careers in the Hong Kong SAR • Posted in: Financial