Head of Investment Consultant

Job Summary:

Supervise the Investment Consultant Team to work as business partner and drive sales performance of frontline sales staff to achieve the overall sales goals on investment products

Main Responsibilities:

• Lead the team to provide quality investment advisory and appropriate investment products according to clients’ needs and risk appetite
• Execute the bank directive in investment business
• Support Cluster Manager on design business strategy and achieving the cluster’s investment business goal
• Analyze market trends and customer insights to setup investment business and sales strategic
• Monitor and drive the investment sales performance to achieve the overall sales goal
• Enhance the knowhow of sales on AML, compliance and regulatory related items
• Collaborate with stakeholders to support the ongoing investment sales activity and product launch
• Mentor and develop team members to achieve established business objectives

Requirements:

• University degree in Finance, Economics, or related disciplines
• Pass in HKSI and IIQE Licensing Examinations
• Preferably with CRWP, CFA or CFP qualifications
• Possess 10 years’ banking experience in frontline investment business sales/coaching
• Proficiency in Microsoft Office
• Proficiency in both written and spoken English, Chinese and Putonghua