Shanghai Commercial Bank Ltd.

Assistant Vice President - Investment & Insurance Sales Management

Shanghai Commercial Bank Ltd.

Job Highlights

  • Perform as a product expert in wealth management
  • 8 years of retail banking sales experience
  • Experience in coaching front-line salespeople


  • 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 send your full resume with current and expected salary to the Human Resources Division [via CTgoodjobs Apply Now ] or by post to G.P.O. Box 139, Hong Kong.

Please visit us at for more information about our Bank.

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. 

More job information
  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Insurance plan
  • Medical plan
  • Paid overtime
Job Function
  • Central
Work Model
  • On-site / At the workplace
Employment Term
  • Full-time
  • 3 years - 13 years
Career Level
  • Senior management level
  • Degree