Product Sales Specialist, Investment & Insurance

Product Sales Specialist, Investment & Insurance (Banking)

A fast-growing local Bank with strong presence across Hong Kong, China & overseas is looking for a high-calibre Assistant Vice President to be responsible for Investment & Insurance Sales Management in Wealth Management.

Responsibilities

• Perform as a product expert in wealth management to support cluster branches in achieving both investment and insurance targets

• Uplift performance of Relationship Managers by providing marketing information, advices, personal coaching and demonstration at sales interviews

• Work closely with Branch Managers and assist Relationship Managers to review and monitor customers' portfolio and identify potential business opportunities

• Conduct joint calls and close deals, if necessary

• Coach and monitor good business practice and uphold regulated sales compliance of sales force

• Participate in regular product/ sales compliance meeting and conduct regular meeting/ coaching workshops with staff as and when appropriate

Requirements

• Degree holder in Finance, Business, Economics, or related disciplines; CFP / CRWP qualified is preferable

• Minimum 8 years of retail banking sales experience with at least 3 years in investment/ insurance specialist and/or branch sales management positions

• Experience in coaching front-line salespeople is necessary

• Solid product and market knowledge in both investment and insurance products

• Strong communication and interpersonal skills

• Good command of spoken and written English and Chinese

• Qualified individual to carry out regulated activities in investment and insurance

Interested parties please send your resume in word format with current & expected salary and notice period to william@hkjobc.com. For details, please feel free to contact William Tam at 6996 8648.