Investment Sales Manager with Strong Coaching Skills
2 weeks ago
DBS Bank (Hong Kong) Limited is a leading bank in Asia, renowned for its commitment to delivering exceptional financial solutions to customers. As a market leader in consumer banking, DBS offers a comprehensive range of products and services designed to meet the diverse needs of individuals and businesses.
Sales Performance Management
As an Investment Sales Manager, you will play a critical role in driving sales performance across frontline teams, ensuring they achieve their targets and deliver outstanding service to customers. Your expertise in developing sales strategies and business plans will be instrumental in optimising sales capacity and effectiveness across cluster branches.
Coaching and Development
You will conduct regular coaching, training, and market/product briefings to enhance the functional competencies and professionalism of sales staff. By providing professional support and advice, you will empower them to provide superior service to customers and drive sales efficiency.
Customer Experience Management
You will work closely with branch teams to provide exceptional customer experiences, resolve complex enquiries, and complaints. Your feedback on customer acceptability of new investment products and services will inform product development and process improvement initiatives.
Audit and Compliance Control
Ensure full compliance with external regulatory codes, guidelines, ordinance, and internal policies related to investment selling and advisory. Improve control and compliance quality through leadership, education, and effective remedial actions.
Requirements
To succeed in this role, you should possess:
- A minimum of 5 years' experience working with financial institutions, preferably with fund houses or previous CRM roles, and strong knowledge of investment products.
- Solid experience in managing and coaching sales staff to achieve team performance.
- University graduate in Business or Marketing.
- Registration as RI with passes in HKSI Licensing Examination Papers 1, 7 & 8; equivalent.
- Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations are advantageous.
Benefits
Enjoy a competitive salary and benefits package, along with the opportunity to develop your skills and grow your career in a dynamic environment that values your contributions.
-
Investment Sales Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeWe are seeking a seasoned investment professional to join our team at DBS Bank. As a Senior Investment Counselor, you will play a critical role in driving sales growth and expansion in the investment business.About the RoleDevelop and implement sales strategies to meet business objectives.Lead and manage high-performing sales teams to achieve sales and...
-
Investment Sales Lead
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeAbout the JobWe are seeking a highly motivated and experienced Treasures Investment Counsellor to join our team at DBS Bank. As a key member of our sales management team, you will be responsible for leading and driving sales performance, as well as providing exceptional customer experiences.Key Responsibilities:Leverage your expertise in investment sales...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeJob DescriptionWe 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...
-
Investment Analyst Trainee
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full timeAt SAFE Investment, we are seeking a highly motivated and detail-oriented Investment Analyst Trainee to join our team. The successful candidate will have the opportunity to develop their skills and knowledge in investment analysis, portfolio management, and trading.We are looking for young talented individuals to join our 2-year investment trainee program....
-
Treasures Investment Expert
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeAre you a results-driven sales leader looking to take your career to the next level? We are seeking a skilled Investment Sales Manager to join our team at DBS Bank.About the RoleDevelop and implement sales strategies to meet business objectives.Lead and manage high-performing sales teams to achieve sales and service targets.Collaborate with cross-functional...
-
Investment Counsellor
20 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeAbout the JobAs a leading bank in Asia, DBS Consumer Banking Group is committed to helping customers achieve their financial goals. This role will focus on driving sales performance and developing sales strategies to optimize sales capacity and effectiveness.Key ResponsibilitiesSales Performance Leadership: Drive sales performance of frontline sales teams to...
-
Senior Investment Counselor
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeAt DBS Bank, we are committed to helping our customers achieve their financial goals. As a leading bank in Asia, we offer a comprehensive range of investment products and services to cater to the diverse needs of our clients.About the RoleLead and drive sales performance of frontline sales teams to achieve overall sales and service targets assigned.Develop...
-
Hong Kong, Central and Western District, Hong Kong SAR China AXA Investment Managers Full timeAbout the RoleWe are seeking an experienced Customer Service and Sales Support Specialist to join our team at AXA Investment Managers. This role will involve providing exceptional customer service, supporting sales teams, and ensuring seamless client interactions.Key ResponsibilitiesSupport existing client services and sales support infrastructure to deliver...
-
Senior Insurance Sales Coach
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China OCBC Full timeAs a key member of our team at OCBC, you will play a pivotal role in providing on-site sales support for insurance business. This entails collaborating with frontline sales staff to enhance their insurance selling skills.We are seeking an experienced professional with 8-10 years of banking experience in retail life insurance business sales and coaching to...
-
Treasures Investment Counsellor
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeAbout the RoleThe VP/AVP, Treasures Investment Counsellor role at DBS Bank offers a unique opportunity to leverage your expertise in investment sales management and support to drive sales performance and provide exceptional customer experiences.Main Responsibilities:Lead and manage a team of sales staff to achieve sales targets and deliver exceptional...
-
Investment Sales Leader
19 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeAbout the RoleThis leadership role is responsible for driving sales performance and achieving overall sales and service targets.You will develop sales strategies and business plans to optimise sales capacity and effectiveness, working closely with cluster branch managers and frontline sales staff.Key responsibilities include leading and driving sales...
-
Senior Investment Consultant
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeResponsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth...
-
VP/ AVP, Treasures Investment Counsellor
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help...
-
Sales Relationship Ambassador
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Talent Pro Recruitment Company Limited Full timeAbout the RoleWe are seeking a skilled Sales Relationship Ambassador to join our team at Talent Pro Recruitment Company Limited.Job ResponsibilitiesTo build and maintain strong, long-lasting relationships with a portfolio of clients from a Chinese background.Promote wealth management products such as investments, insurance, and other banking services to meet...
-
VP/ AVP, Treasures Investment Counsellor
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob Description - VP/ AVP, Treasures Investment Counsellor (Licensed (2500003B) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits,...
-
Sales Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HKT Enterprise Solutions Full timeSales Manager (SME Market, Business Sales) 1 week ago Be among the first 25 applicants Responsibilities The job holder will play a key role in developing sales strategies to grow our SME base. Reporting to the AVP, he / she will lead a small team of sales professionals to achieve the sales & KPIs targets with sustainable growth. The main responsibilities...
-
VP/ AVP, Treasures Investment Counsellor
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob Description - VP/ AVP, Treasures Investment Counsellor (WD73331) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits,...
-
Senior Investment Sales Professional
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full timeAbout the RoleWe are seeking a senior investment sales professional to join our regional client solutions team. As a seasoned professional, you will play a key role in developing business strategy with a focus on wealth managers.Your Key ResponsibilitiesClients Acquisition: Develop and execute strategies to acquire new clients and expand existing...
-
Senior Investment Operations Specialist
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Maybank Investment Banking Group Full timeJob Description:As a Senior Investment Operations Specialist within the Maybank Investment Banking Group, you will play a pivotal role in ensuring the seamless execution of equities settlement on both Hong Kong and overseas markets. Your primary responsibilities will include monitoring pre-matching status, post-trade processing, stock reconciliation, Initial...
-
Programme Manager
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hong Kong Sports Institute Full timeThe Coach Education Officer will play a critical role in supporting the development and implementation of coaching education programmes at the Hong Kong Sports Institute. This individual will be responsible for delivering coaching education programmes, assisting in the supervision of administrative assistants, and performing various administrative...