Senior Wealth Management Advisor (Investment Consultant), RBD

Job Responsibilities

• Close liaison with Branches to prepare the sales plans and sales activities
• Review tactical and strategic plans to boost the sales revenue in order to achieve year end assigned target wthin regulatory framework
• Develop the sales capacity, sales coaching, training and sales advisory support
• Manage the sales force with the aim to achieve sales target performance
• Obtain a thorough understanding of the Hong Kong regulatory framework, in particular related investment ordinances and guidelines issued by the HKMA and SFC to ensure frontline compliance
• Closely monitor high net worth clients’ portfolios to continue enhance customer’experience

Job Requirements

• Bachelor degree or above in Business, Finance, Economics or other related discipline; CFA, CFP, FRM holders are preferable
• At least 4 years' related working and field experience with solid knowledge on investment and insurance products
• Excellent communication skill and presentation skill, with strong influencing skill and analytical skill
• Proficient in MS Office including Word, Excel and Powerpoint
• Fluent in Cantonese, English and good in Mandarin