Senior Investment Counsellor, HK IWM

您是否正在尋覓一處大家彼此支持和合作的工作處所，身邊有優秀團隊相伴，並由鼓舞人心的領袖帶領前行？您來對地方了。我們正在尋找雄心壯志的夥伴，除了同意我們的價値觀，亦會希望為世界各地的人成就更好每天。如果這聽起來符合您的想法，而您對以下職業亦感興趣，我們希望可以收到您的來信。

Working Arrangement

混合式

職位描述

The Opportunity

Promote Investchoice fund platform, attract bank client to experience our fund investing experience, enjoy one shop financial planning /solution in Manulife.

What motivates you?

• You obsess about customers, listen, engage and act for their benefit
• You think big, with curiosity to discover ways to use your agile mindset and enable business outcomes
• You thrive in teams, and enjoy getting things done together
• You take ownership and build solutions, focusing on what matters
• You do what is right, work with integrity and speak up
• You share your humanity, helping us build a diverse and inclusive work environment for everyone

We are looking for someone with:

• Lead a sales team in bank who monitor daily sales experience e.g. RM team leader or center manager
• Good knowledge and hands-on experience on Funds selling
• Good market knowledge, hold morning market updates, client portfolio review
• Analyze and monitor daily/weekly sales/pipeline report
• Monitor IWM daily activities
• Excellent communication and interpersonal skills
• Excellent analytical, problem solving and solutioning skills
• A capacity for constant learning from both success and failure
• Open to change and continuous improvement

Nice to Haves:

• Support client event e.g. as seminar speaker/MC
• Co-ordinate with marketing to arrange sales campaign/client promotion
• Joint call with IWM ( if necessary)
• Assist to train up new hire

On the job you will:

• Working with IWMs, conduct customer portfolio analysis to identify cross-selling investment products opportunities
• Funds performance analysis for prospecting purpose
• Achieve the sales target by collaborating with IWMs to conduct pre-case study, share sales propositions and carry out joint-call activities proactively
• Maintain a high standard of customer service and react positively to customer requests
• Support IWM sales by sharing sales tactics and providing briefing sessions on investment products
• Host investment seminars and talks for existing and prospective Investchoice customers

Our commitment to you

• A leadership team dedicated to your growth and success
• A bold ambition and set of goals to be a leader in driving transformation in our industry
• Our best. Every day.  

宏利和恒康的各個職位都可以為您創造機會，從中學習新技能並推動職涯發展。準備好在某處地方發揮影響力了嗎？您還在等待什麼？立即報名申請。

宏利概覽

宏利金融有限公司是全球領先的金融服務供應商，致力幫助大眾輕鬆作出明智抉擇，實現精彩人生。本公司的環球總部設於加拿大多倫多，在加拿大、亞洲和歐洲的辦事處以「宏利」的名稱營運，而在美國主要以「恒康」的名稱經營。本公司提供理財建議及保險方案，並透過環球財富與資產管理部「宏利投資管理」為全球個人客戶、機構及退休計劃成員提供服務。截至2020年底，本公司旗下有超過37,000 位員工、逾118,000位代理人，以及數以萬計的經銷合作夥伴，為超過3,000萬位客戶提供服務。截至2021年6月30日，宏利所管理和提供行政管理的資產總值達13,000億加元（約11,000億美元），而在過去十二個月支付予客戶的款項達313億加元。本公司的主要業務遍及亞洲、加拿大和美國，爲客戶服務超過155年。本公司在多倫多、紐約及菲律賓證券交易所以股份代號MFC上市，在香港交易所則以股份代號945上市。

宏利為重視就業機會平等之雇主

在宏利／恒康，我們擁抱多元。我們致力吸引、發展並留住多元化的員工隊伍，正如我們所服務的客戶一樣多元化，並打造包容的工作環境，在充分發揮文化優勢的同時尊重個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、国籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。  申請人要求提供協助所分享的信息將會按照適用法律及宏利政策儲存及使用。  應徵過程中如需協助，請聯絡[via CTgoodjobs Apply Now  ]