Job ref no.: CT3118690-01#0424

District Investment Manager - Retail Banking

Conners Consulting Limited

  • 5-day week
  • Discretionary bonus
  • Insurance plan
  • Medical plan

Our Clients, a leading bank is looking for a high calibre to join the group.


  • Act as a bridge between Wealth Management Division and frontline sales staff
  • Develop a customer-oriented selling approach so as to train frontline staff in understanding and meeting the needs of customers effectively with an understanding on the latest regulatory & compliance requirements
  • Provide sales support, training and coaching to frontline sales staff on selling investment products and source investment products for product development team to conduct product due diligence
  • Conduct regular competitive benchmarking on market practice so as to provide input to the marketing plan and strategies of investment and VIP Banking services
  • Conduct investment seminar to uplift the branding on Wealth Management Services
  • Work closely with Branch Management Department on providing feedback of individual sales staff’s sales performance on investment products
  • Work closely with Service Quality Department on handling customer-related matters


  • Degree holder or above in Finance, Marketing, Business Administration or related disciplines
  • CFA/CFP is a plus
  • 5-8 years of experience in banking industry
  • Professional licensing qualifications per local regulatory bodies requirement
  • Proficient knowledge on wealth management products is a must
  • Excellent communication and interpersonal skills
  • Good command of written and spoken English and Chinese

To apply, please click apply to send your CV with current salary, expected salary and notice period to us.  Welcome to call (852) 3996 7725 or by clicking Apply Now for enquiries.

Only shortlisted candidates will be notified.

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More job information
Job ref no. CT3118690-01#0424
  • N/A
Job Function
  • Western District
Employment Term
  • Full-time
  • 5 years - 8 years
Career Level
  • Middle management level
  • Degree