Senior Investment Consultant - Banking
Zebra Strategic Outsource Solution Ltd
- Company Industries:Human Resources Management/Consultancy
Job Information
- Post Date:2018-04-24
- Career Level:Senior
- Location:Not Specified
- Salary:Salary negotiable
- Employment Type:Full Time, Permanent
- Job Function:Investment Retail Banking Financial Services
Job Description
Responsibilities:
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Formulate and implement business strategic plans so as to achieve the investment sales targets;
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Lead a team of Investment Sales Managers to devise and drive quality enhancement programs;
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Monitor sales force activities and productivity metrics to ensure delivery is in accordance with sales pipeline;
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Enhance the professionalism and capabilities of sales force by collaborating with relevant departments and product owners to review the training needs;
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Organize seminar, briefing and provide coaching to cascade market updates and technical know-how of investment products;
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Review current sales process and identify areas for improvement in order to enhance sales quality and customer experience.
Requirements:
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University graduate, with professional qualification such as CFA, CFP or CFMP an advantage;
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Minimum of 7 years' relevant experience with sound product and market knowledge;
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Good leadership, interpersonal and communication skills;
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Strong drive to succeed and ability to work independently;
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Proficiency in both English and Chinese;
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Fulfilment of the competence requirements to carry out regulated activities as defined under the Securities and Futures Ordinance;
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High level of customer centricity mindset with dedication to deliver exceptional quality services for customers.
Company Info
ZEBRA™ Strategic Holdings Limited is a performance-based holistic Human Capital Solutions provider that services Corporate Clients across Asia Pacific region.
With more than a decade of solid experience, ZEBRA™ successfully listed on the GEM board of the Hong Kong Stock Exchange in the year of 2013.
Our client, a leading institution is currently seeking for a high-caliber candidate to join their team.
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