Assistant Vice President, Wealth Specialist (Investment)

Responsibilities:

• Formulate business strategy with branch sales management to achieve the business targets set in the area and branch business plans for wealth products
• As the specialist in the field of wealth management products, provide technical support and increase productivity of sales staff in their dealings with customer through engaging in activities like joint sales meetings, support sales staff quality guideline reinforcement training and create synergy with other business support teams
• Work closely with relationship sales staff to identify customer financial needs on wealth management products and deliver high quality wealth management solutions
• Keep abreast of market changes and provide timely market and product update and sales ideas to frontline sales staff to drive the business

Requirements:

• University graduate in Business Administration or related disciplines
• At least 5 years of banking experience/securities services experience, with relevant exposure in selling retail investment products including investment funds and structured products
• Possess recognized investment qualification (e.g. HKSI);
• Relevant Enhanced Competency Framework (ECF) qualification is preferable
• Good knowledge of investment products and insurance products such as investment funds, bonds, structure and FX related products
• Familiar with regulatory requirements on insurance selling & product development & risk control, etc