Investment Sales Management Leader

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time
Overview

DBS Bank (Hong Kong) Limited is a leading financial institution in Asia, providing a wide range of banking and financial services to individuals and businesses.

About the Role

We are seeking a highly skilled Investment Sales Management Leader to join our team. In this role, you will be responsible for driving sales performance, developing sales strategies, and providing professional support and advice to customers and sales staff.

Responsibilities

Key responsibilities include:

  • Leading and driving sales performance of frontline sales teams to achieve overall sales and service targets assigned.
  • Developing sales strategies and business plans for cluster branches with Department Heads and Branch Managers to optimise sales capacity and effectiveness.
  • Conducting regular coaching, training, and market/product briefing to sales staff to enhance their functional competencies & professionalism in interacting with customers.
  • Developing or sourcing sales materials/scripts for sales staff to ensure consistency in information flow and enhance sales efficiency.
  • Providing professional support and advice to both sales staff and customers through joint sales calls and regular portfolio reviews for customers with sales staff.
  • Performing regulated activities, Type 1 & 4 specified under the Securities & Futures Ordinance.
Requirements

To be successful in this role, you will need:

  • Minimum 5 years' working experience with financial institutions, preferably with fund houses or previous capacity working as CRM, with strong knowledge of investment products.
  • 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.
Benefits

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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