Treasures Investment Counsellor Portfolio Manager
7 days ago
We are seeking an experienced Treasures Investment Counsellor to join our team at DBS Bank (Hong Kong) Limited.
About the RoleThis is a key position that requires a professional with strong sales management and coaching skills to lead and drive sales performance of frontline sales staff, ensuring they achieve overall sales and service targets assigned. The ideal candidate will have a solid understanding of investment products and services, as well as excellent communication and interpersonal skills to effectively interact with customers and sales staff.
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: Develop sales strategies and business plans for cluster branches with DH and Branch Managers to optimise sales capacity and effectiveness.
- Coaching and Training: Conduct regular coaching, training, and market/product briefing to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers.
- Sales Materials Development: Develop or source sales materials / scripts for sales staff to ensure a consistency in the information flow and enhance their sales efficiency.
- Customer Support: Provide professional support and advice to both sales staff and customers through joint sales calls and regular portfolio review for customers with sales staff.
- Regulated Activities: Perform regulated activities, Type 1 & 4 specified under the Securities & Futures Ordinance.
- Experience: Minimum 5 years' working experience with financial institutions, preferably with fund houses or previous capacity working as CRM, with strong knowledge of investment products.
- Management Skills: With solid experience in managing & coaching sales staff to achieve team performance.
- Education: University graduate, Business / Marketing.
- Licenses: Must be registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; equivalent.
- Certifications: CFP and CFA designation would be an advantage.
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
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