Job ref no.: CT3118792-01#0993
Shanghai Commercial Bank Ltd.

Assistant Vice President / Manager (Investment & Insurance Specialist)

Shanghai Commercial Bank Ltd.


  • 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, portfolio 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; CFP qualification preferable
  • 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

(Candidate with less experience will be considered as Manager)

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 email to [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 at the above email address. Applicants who are not contacted within two months may consider their applications unsuccessful and the personal data collected will be destroyed within 12 months of receipt.

More job information
Job ref no. CT3118792-01#0993
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 8 years - 13 years
Career Level
  • Senior management level
  • Degree