Senior Wealth Management Advisor (Investment Consultant), RBD

Job Responsibilities Close liaison with Branches to prepare the sales plans and sales activities Review tactical and strategic plans to boost the sales revenue in order to achieve year end assigned target within regulatory framework Develop the sales capacity, sales coaching, training and sales advisory support Manage the sales force with the aim to achieve sales target performance Obtain a thorough understanding of the Hong Kong regulatory framework, in particular related investment ordinances

Industrial and Commercial Bank of China (Asia) Limited - Hong Kong - Full time

Salary: Competitive

Job Responsibilities
  • Close liaison with Branches to prepare the sales plans and sales activities
  • Review tactical and strategic plans to boost the sales revenue in order to achieve year end assigned target within regulatory framework
  • Develop the sales capacity, sales coaching, training and sales advisory support
  • Manage the sales force with the aim to achieve sales target performance
  • Obtain a thorough understanding of the Hong Kong regulatory framework, in particular related investment ordinances and guidelines issued by the HKMA and SFC to ensure frontline compliance
  • Closely monitor high net worth clients' portfolios to continue enhance customer'experience
Job Requirement
  • Bachelor degree or above in Business, Finance, Economics or other related discipline; CFA, CFP, FRM holders are preferable
  • At least 4 years' related working and field experience with solid knowledge on investment and insurance products
  • Excellent communication skill and presentation skill, with strong influencing skill and analytical skill
  • Proficient in MS Office including Word, Excel and Powerpoint
  • Fluent in Cantonese, English and good in Mandarin
Apply
20992307

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