District Investment Manager

1 day ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time
About Dah Sing Group

We are a leading financial services group in Hong Kong, offering a wide range of services through our extensive network of branches in Hong Kong, Macau, and Mainland China. Our core values are built around caring, teamwork, and progressiveness, creating a unique culture that fosters growth and development.

Job Summary

We are seeking a highly skilled and experienced professional to join our Wealth Management Services team as a District Investment Manager. In this role, you will be responsible for providing customer-oriented sales training to our frontline sales staff, ensuring they have the necessary skills and knowledge to meet the needs of our customers effectively.

Key Responsibilities
  • Act as a bridge between our Wealth Management Division and frontline sales staff, providing guidance and support to ensure seamless communication and collaboration.
  • Develop and implement a customer-centric sales approach, training frontline staff to understand and meet customer needs effectively, while adhering to regulatory and compliance requirements.
  • Provide sales support, training, and coaching to frontline sales staff on selling investment products, sourcing new products for our product development team, and conducting regular competitive benchmarking to inform our marketing strategies.
  • Conduct investment seminars to enhance our branding and reputation in the Wealth Management Services market.
  • Work closely with our Branch Management Department to provide feedback on individual sales staff's performance and contribute to the development of our sales teams.
  • Collaborate with our Service Quality Department to handle customer-related matters and ensure exceptional customer service.
Requirements
  • Hold a degree in Finance, Marketing, Business Administration, or a related field.
  • Possess CFA/CFP certification, if applicable.
  • Have 5-8 years of experience in the banking industry.
  • Hold professional licensing qualifications as required by local regulatory bodies.
  • Have in-depth knowledge of wealth management products and services.
  • Exhibit excellent communication and interpersonal skills, with a strong command of written and spoken English and Chinese.

Please note that only shortlisted candidates will be notified.



  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    About the RoleCiti is seeking a highly skilled and experienced Vice President, District Investment Specialist to join our team in Hong Kong. As a key member of our investment sales team, you will be responsible for building and leading a high-performing sales team to achieve business goals.Key ResponsibilitiesLead and manage a team of sales professionals to...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    {"title": "District Operations Manager", "content": "Key ResponsibilitiesLead a local collection of areas/branchesDeliver the Network strategy, being accountable for implementing the face to face component of the plan including overall structure, sales goals, Profit and Loss performance, leads/sales prospect management and overall customer experience in...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Job DescriptionHSBC is seeking a high-calibre professional to join our team as a District Operations Manager.Key ResponsibilitiesLead a local collection of areas/branches and deliver the Network strategy, being accountable for implementing the face-to-face component of the plan.Ensure fair outcomes for our customers and maintain the orderly and transparent...


  • Hong Kong, Central and Western District, Hong Kong SAR China Swarovski Full time

    Key ResponsibilitiesAs a District Manager at Swarovski, you will be responsible for leading own IR (travel retail) stores and partners to drive sales as well as brand and retail execution.Key Performance IndicatorsDrive sales growth through effective store operations and partner managementEnsure brand and retail execution standards are met across all...

  • Investment Associate

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    Investment Trainee ProgramWe are seeking talented individuals to join our 2-year investment trainee program, designed to prepare candidates for advancement in investment teams. The program focuses on fundamental research, systematic investing, and trading team development.Through the program, trainees will work closely with mentors from portfolio managers to...


  • Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    Investment Trainee ProgramWe are seeking talented individuals to join our 2-year investment trainee program, designed to prepare candidates for advancement in investment teams. The program focuses on fundamental research, systematic investing, and trading.Through the program, trainees will work closely with mentors from portfolio managers to traders on...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job OpportunityHang Seng Bank Limited is committed to excellence in service. Our people are our most valuable asset, and we strive to create a dynamic working environment that fosters growth and development. We seek high-calibre professionals to join our team as Branch Manager District Branch.Key ResponsibilitiesLead and manage the District Branch to achieve...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job OpportunityHang Seng Bank Limited is committed to excellence in service. Our people are our most valuable asset, and we strive to create a dynamic working environment that fosters growth and development. We seek high-calibre professionals to join our team as Branch Manager District Branch.Key ResponsibilitiesLead and manage the District Branch to achieve...

  • Investment Associate

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Investment Associate to join our team at SAFE Investment. As an Investment Associate, you will play a key role in supporting our investment teams with research, analysis, and portfolio management.Key ResponsibilitiesOperational Responsibilities:Manage daily investment operations, including...


  • Hong Kong, Central and Western District, Hong Kong SAR China Company 267 - Manulife Investment Management (Hong Kong) Limited Full time

    Job Title: Investment Operations ManagerCompany 267 - Manulife Investment Management (Hong Kong) Limited is seeking an experienced Investment Operations Manager to join our team. As an Investment Operations Manager, you will be responsible for overseeing trade management and support, settlement, reconciliation, corporate actions, pricing and valuations...


  • Hong Kong, Central and Western District, Hong Kong SAR China Company 267 - Manulife Investment Management (Hong Kong) Limited Full time

    About the RoleWe are seeking an experienced Investment Operations Manager to join our team at Company 267 - Manulife Investment Management (Hong Kong) Limited. As a key member of our Investment Operations team, you will be responsible for providing subject matter expertise and support to our daily trade management processes.Key ResponsibilitiesOversight of...


  • Hong Kong, Central and Western District, Hong Kong SAR China Company 267 - Manulife Investment Management (Hong Kong) Limited Full time

    Job Title: Investment Operations ManagerCompany 267 - Manulife Investment Management (Hong Kong) Limited is seeking an experienced Investment Operations Manager to join our team. As a key member of our Investment Operations department, you will be responsible for overseeing trade management and support, settlement, reconciliation, corporate actions, pricing...

  • Investment Analyst

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China BEA Union Investment Management Limited Full time

    Job SummaryWe are seeking a highly skilled Investment Analyst to join our Fixed Income team at BEA Union Investment Management Limited. As an Investment Analyst, you will play a key role in performing credit analysis and economic analysis to support our investment decisions.Key ResponsibilitiesConduct in-depth credit analysis of corporate issuers, including...


  • Hong Kong, Central and Western District, Hong Kong SAR China 471 FIL Investment Management (Singapore) Limited Full time

    About the OpportunityFidelity's Client Propositions function is seeking a highly skilled and motivated individual to join our Solutions & Services team as a Solutions Associate. This role will play a critical part in supporting client-facing activity for Fidelity's global distribution business, working closely with global Investment Directors, Portfolio...


  • Hong Kong, Central and Western District, Hong Kong SAR China West Kowloon Full time

    About the Role:The West Kowloon Cultural District Authority is seeking an exceptional Administration Officer to join our team. As a key member of our administrative team, you will play a vital role in supporting the daily operations of our organization.Key Responsibilities:Provide comprehensive administrative support to our daily operations, ensuring...

  • Solutions Associate

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China 471 FIL Investment Management (Singapore) Limited Full time

    About the OpportunityJob Type: PermanentDepartment: Client PropositionsReports to: Head of Client SolutionsFidelity is a leading investment management company with a global presence. We are seeking a highly skilled Solutions Associate to join our Client Propositions team in Singapore.About the Solutions & ServicesSolutions & Services is part of Fidelity's...


  • Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    Job Title: Risk AssociateAt SAFE Investment, we are seeking a highly skilled Risk Associate to join our team. As a Risk Associate, you will play a critical role in monitoring, measuring, and managing all aspects of risk in our day-to-day activities.Key Responsibilities:Risk Management: Monitor and manage all aspects of risk in our day-to-day activities,...


  • Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    Job Title: Risk AssociateWe are seeking a highly skilled Risk Associate to join our team at SAFE Investment. As a Risk Associate, you will play a critical role in monitoring, measuring, and managing all aspects of risk in our day-to-day activities.Responsibilities:Monitor and manage all aspects of risk in day-to-day activities, providing expert advice to the...


  • Hong Kong, Central and Western District, Hong Kong SAR China West Kowloon Full time

    About the RoleWe are seeking a highly skilled Curatorial Specialist to join our team at the M+ Museum in Hong Kong's West Kowloon Cultural District. As a key member of our curatorial team, you will play a vital role in developing and implementing our curatorial strategies and programmes in relation to Design and Architecture.Key ResponsibilitiesCuratorial...


  • Hong Kong, Central and Western District, Hong Kong SAR China West Kowloon Full time

    About the RoleThe West Kowloon Cultural District Authority is seeking a highly motivated and detail-oriented Graduate Intern to join our team. As a Graduate Intern, you will have the opportunity to work closely with our professional staff and gain valuable experience in the arts and culture industry.Key ResponsibilitiesAssist in handling HR matters...