Investment Team Lead
4 days ago
We are seeking an experienced Investment Specialist to lead our sales team in achieving overall sales and service targets. As a key member of our team, you will be responsible for developing sales strategies and business plans to optimise sales capacity and effectiveness.
Main Responsibilities- Sales Performance Management
- Lead and drive sales performance of frontline sales staff to achieve overall sales and service targets assigned.
- Develop sales strategies and business plans for cluster branch(es) with DH and Branch Managers to optimise sales capacity and effectiveness.
- Support branch(es) to provide superior service to investment customers in accordance with the Bank's required service standards.
- Ensure full compliance with both external regulatory codes & guidelines, ordinance & internal compliance policies, standards, guidelines & procedures related to the course of investment selling and advisory.
- Minimum 5 years' working experience with financial institutions, preferably with fund houses or previous capacity working as CRM, with strong knowledge of investment products.
- With solid experience in managing & coaching sales staff to achieve team performance.
- University graduate, Business / Marketing.
- Must be registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; equivalent.
- CFP and CFA designation would be an advantage.
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