Job Purpose
Act as a subject matter expert in wealth management, driving sales strategies and supporting cluster branches to meet or exceed investment and life insurance revenue targets. This role focuses on uplifting the performance of frontline teams through strategic coaching, portfolio advice, joint client interviews, and maintaining high compliance standards.
Key Responsibilities
- Sales Driving & Execution: Serve as the wealth management product expert to support cluster branches in achieving investment and insurance sales milestones. Proactively promote portfolio diversification and customer reactivation across individual and corporate segments.
- Frontline Coaching & Upliftment: Coach and uplift Relationship Managers (RMs) by providing up-to-date market intelligence, portfolio insights, personal coaching, and structured sales demonstrations.
- Business Development & Joint Calls: Work hand-in-hand with Cluster Managers and Branch Managers to review existing customer accounts, identify untapped market opportunities, conduct joint client calls, and directly close complex high-value deals.
- Portfolio Management: Provide continuous guidance to frontline teams on identifying customer financial needs, executing financial analysis, and conducting portfolio reviews to foster long-term customer relationships.
- Regulatory Compliance: Maintain and monitor exceptional business practices across the sales force. Ensure all wealth management and insurance activities completely adhere to internal policies and external regulations (including HKMA, SFC, and IA frameworks). Participate in compliance meetings and regular audits.
Requirements
- Education & Experience: Bachelor's degree in Business, Finance, or a related discipline, alongside a minimum of 8 years of retail banking sales experience.
- Skill Set: Proven track record in sales coaching and mentoring frontline personnel is required. Deep technical knowledge of mutual funds, bonds, structured products, and life insurance vehicles.
- Licensing: Relevant regulatory licenses for selling investment and insurance products (e.g., HKSI Paper 1, 7, 8 IIQE Paper 1, 2, 3, 5).
- Communication: Strong communication, interpersonal, and deal-closing skills, with fluency in English, Cantonese, and Mandarin.
