Posted on 2022-11-10

Product Sales Specialist, Investment & Insurance (Banking)

Hong Kong Job Consulting


  • 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, advice, 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 / CRWP qualified is preferable
  • Minimum 7 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 licenses to carry out regulated activities in investment and insurance, including Regulated Activities RA1 or RA4 and IIQE Paper I, III & V

Interested parties please send your resume in word format with current & expected salary and notice period to Leo Wong by clicking Apply NowFor details, please feel free to contact Leo Wong at 6282 8201.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More job information
  • 45,000 - 55,000 / month
Job Function
Employment Term
  • Permanent
  • Full-time
  • 7 years - 12 years
Career Level
  • Non-management level
  • Degree