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
• 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:

• Bachelor's Degree or above in Banking, Finance, Economics or related disciplines preferred
• Minimum of 5 years' experience in selling retail investment products including investment funds and structured products
• Pass in IIQE papers 1, 2, 3 & HKSI papers 1, 7, 8
• 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
• Proficient in both spoken and written Chinese (Mandarin and Cantonese) and English