Perform as a product expert in wealth management to support cluster branches in achieving both investment and insurance targets
Uplift performance of Relationship Managers by providing marketing information, 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
Degree holder in Finance, Business, Economics or related disciplines; with CFP / CRWP preferred
Minimum 8 years of retail banking sales experience with at least 3 years in investment/insurance specialist and/or branch 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
Attractive remuneration package will be offered to the right candidates. Interested parties please click Apply Now to submit your full resume with current and expected salary to the Human Resources Division.
All personal data collected will be used for recruitment related purposes strictly in accordance with the Bank's personal data policies, a copy of which will be provided immediately upon request by contacting our Personal Data Compliance Officer. Applicants who are not contacted within two months may consider their applications unsuccessful and the personal data collected from the applicants will be retained for no longer than two years from the date of rejection during which the applicants may be considered for other suitable positions within the Bank.
Incorporated in November 1950, Shanghai Commercial Bank Ltd. is one of the most well known local Chinese banks in Hong Kong. At present, there are more than 40 local and overseas branches. The Bank has always been pursuing the motto of its founder, Mr. Kwang-pu Chen, to 'Serve the Community'. The Bank's slogan of 'For Personalized Service' and 'All in a Family' denotes the Bank's devotion to providing personalized services to its clients and promoting a harmonious relationship among its staff members.