Posted on 2022-11-10

Product Sales Specialist, Investment & Insurance (Banking)

Hong Kong Job Consulting

Responsibilities

  • 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

Requirements

  • 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.

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