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Investment Sales Manager (Banking Job)

PI Business Consulting Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2017-03-31
  • Career Level:Middle
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time
  • Job Function:Retail Banking  

Job Description

One behalf one of the largest banks in Hong Kong. We are now looking candidate for the below position:

Investment Sales Manager

Principal responsibilities:

  • Achieve sales goal on investment products within designated district by exploring/evaluating business opportunities from existing portfolio and expanding customer base
  • Devise and implement sales plans to increase the investment business penetration in target customer segments
  • Review and monitor the service standard provided to customers and to react positively to customer requests
  • Provide guideline and training for sales staff to enhance their investment knowledge and ensure full compliance of both regulatory and internal requirement
  • Provide customer feedback and latest market trend to assist in product development, as well as recommend marketing strategies and promotion offers

Requirements:

  • University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CFMP an advantage
  • Fulfilment of the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Minimum of 5 years' sales experience in different investment products
  • Good leadership, interpersonal and communication skills
  • Strong self-motivation and ability to work independently
  • Proficiency in both English, Cantonese and Putonghua
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Company Info

PI Business Consulting Limited is a consultancy firm established and managed by seasoned Human Resources professionals. We specialize in search and selection of executives for the Banking and Finance, and Insurance Industry.

General Line: 2121 2580

             Fax: 2121 2500

Website: www.piexsearch.com

Address: Unit 1210, 12/F, Inter-Continental Plaza, 94 Granville Road, Tsim Sha Tsui, Hong Kong

Employment Agency Licence Number 67206

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