Treasures Wealth Manager
1 week ago
This role offers a unique opportunity to work with a leading bank in Asia and contribute to the growth and success of our Consumer Banking Group. If you are a results-driven individual with excellent leadership and communication skills, we encourage you to apply.
Main Responsibilities- Drive sales performance of frontline sales teams to achieve overall sales and service targets.
- Develop sales strategies and business plans for cluster branches with Department Heads and Branch Managers to optimise sales capacity and effectiveness.
- Conduct regular coaching, training, and market/product briefings to sales staff to enhance their functional competencies and professionalism when interacting with customers.
- Develop or source sales materials/scripts for sales staff to ensure consistency in information flow and enhance sales efficiency.
- Provide professional support and advice to both sales staff and customers through joint sales calls and regular portfolio reviews.
- Perform regulated activities, Type 1 & 4 specified under the Securities & Futures Ordinance.
- Support branch(es) in providing superior service to investment customers according to the Bank's required service standards.
- Resolve complex enquiries and complaints.
- Provide regular and timely feedback to product taskforce teams on customer acceptability of new investment products, services and sales issues.
- Participate in product development and process improvement projects & activities assigned.
- Audit and Compliance Control: Ensure full compliance with external regulatory codes and guidelines, ordinances and internal compliance policies, standards, guidelines & procedures related to investment selling and advisory.
- Improve control and compliance quality on investment selling and operation through leadership, education, ongoing monitoring and effective remedial actions.
- Assist branch(es) in investigating and handling investment complaints according to the Bank's complaint handling and escalation procedures in a timely manner.
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