Assistant Vice President, Investment Specialist – Personal Banking Division
Responsibilities:
- Formulate business strategy with branch sales management to achieve the business
targets set in the area and branch business plans for wealth products
- Provide technical support and increase productivity of sales staff in their dealings
with customer through engaging in activities like joint sales meetings, support sales
staff quality guideline reinforcement training and create synergy with other business
support teams
- Work closely with relationship sales staff to identify customer financial needs on
wealth management products and deliver high quality wealth management solutions
- Keep abreast of market changes and provide timely market and product update and
sales ideas to frontline sales staff to drive the business
Requirements:
- Bachelor's Degree or above in Banking, Finance, Economics or related disciplines
preferred
- Minimum of 5 years' experience in selling retail investment products including
investment funds and structured products
- Pass in IIQE papers 1, 2, 3 & HKSI papers 1, 7, 8 or equivalent
- Relevant Enhanced Competency Framework (ECF) qualification is preferable
- Good knowledge of investment products and insurance products such as investment
funds, bonds, structure and FX related products
- Familiar with regulatory requirements on selling & product development & risk
control, etc.
- Proficient in both spoken and written Chinese (Mandarin and Cantonese) and
English
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