Financial Services Professional

3 days ago


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

About Dah Sing Financial Group

The Dah Sing Financial Group is a leading financial services entity in Hong Kong, offering banking, insurance, and other related services through its expanding network. The group's culture emphasizes caring, teamwork, and progressiveness. It values diversity and encourages growth.

As a key member of the Wealth Management Division, you will play a crucial role in providing customer-centric sales training to frontline staff to achieve business objectives.

Responsibilities:

  • Act as a liaison between the Wealth Management Division and frontline sales staff.
  • Develop a customer-focused selling approach to train staff on meeting customer needs effectively.
  • Provide sales support, training, and coaching to frontline staff on investment products and source products for the product development team.
  • Conduct regular market benchmarking to inform marketing strategies.
  • Organize investment seminars to promote the Wealth Management Services brand.
  • Collaborate with Branch Management and Service Quality Departments to provide feedback on sales performance and customer-related matters.

Requirements:

  • Degree holder or above in Finance, Marketing, Business Administration, or related disciplines.
  • CFA/CFP qualification is an asset.
  • Minimum 5-8 years of experience in the banking industry.
  • Professional licensing qualifications as per local regulatory requirements.
  • Strong knowledge of wealth management products is essential.
  • Excellent communication and interpersonal skills.
  • Good command of written and spoken English and Chinese.

Please note that only shortlisted candidates will be contacted.



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