Assistant Vice President (Investment & Insurance Sales Management) Assistant Vice President (Investment & Insurance  …

Wealth Dimensions Consultancy Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 16 Jul 19
competitive
Wealth Dimensions Consultancy Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 16 Jul 19
competitive
Our client is leading bank in Hong Kong, and now looking for the High Calibre candidates to join their position of Assistant Vice President (Investment and Insurance Sales Management), Retail Banking.
  • As member of sales management team, you will be required to manage the sales performance of Relationship Managers and perform as investment and insurance product expert to support cluster branches in achieving double I targets
  • Uplift performance of Relationship Managers by providing marketing information, portfolio 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 qualification preferable
  • Minimum 8 years of retail banking sales experience on investment and insurance with at least 3 years district 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
     

(Candidate without sales management experience will be considered as Manager)

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