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Senior Investment Consultant - Banking

Zebra Strategic Outsource Solution Ltd

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2018-05-18
  • Career Level:Senior
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Investment  Retail Banking  Financial Services  

Job Description

Responsibilities:

 

 

 

  • Formulate and implement business strategic plans so as to achieve the investment sales targets;
  • Lead a team of Investment Sales Managers to devise and drive quality enhancement programs;
  • Monitor sales force activities and productivity metrics to ensure delivery is in accordance with sales pipeline;
  • Enhance the professionalism and capabilities of sales force by collaborating with relevant departments and product owners to review the training needs;
  • Organize seminar, briefing and provide coaching to cascade market updates and technical know-how of investment products;
  • Review current sales process and identify areas for improvement in order to enhance sales quality and customer experience. 

Requirements:

  

  • University graduate, with professional qualification such as CFA, CFP or CFMP an advantage;
  • Minimum of 7 years' relevant experience with sound product and market knowledge;
  • Good leadership, interpersonal and communication skills;
  • Strong drive to succeed and ability to work independently;
  • Proficiency in both English and Chinese;
  • Fulfilment of the competence requirements to carry out regulated activities as defined under the Securities and Futures Ordinance;
  • 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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