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Wealth Development Advisor

1 week ago

Hong Kong Island, Hong Kong SAR China DBS Bank Full time

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We are looking for an experienced Financial Sales Expert to join our team at DBS Bank. As a key member of our sales team, you will play a critical role in driving sales performance and achieving overall sales and service targets assigned.

Your primary responsibility will be to develop and implement sales strategies and business plans for cluster branch(es) with DH and Branch Managers to optimise sales capacity and effectiveness.

You will also conduct regular coaching, training, and market/product briefing to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers.

In this role, you will be responsible for providing professional support and advice to both sales staff and customers through joint sales calls and regular portfolio review for customers with sales staff.

In addition, you will perform regulated activities, Type 1 & 4 specified under the Securities & Futures Ordinance.

Requirements:

  • 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.