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Financial Sales Expert

1 week ago

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

As a Wealth Development Advisor at DBS Bank, you will lead and drive sales performance of frontline sales to achieve overall sales and service targets assigned.

You will develop sales strategies and business plans for cluster branch(es) with DH and Branch Managers to optimise sales capacity and effectiveness.

The ideal candidate will have strong knowledge of investment products and solid experience in managing & coaching sales staff to achieve team performance.

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

Your role will include developing or sourcing sales materials/scripts for sales staff to ensure consistency in the information flow and enhance their sales efficiency.

You will provide 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.

Key Responsibilities:

  • Lead and drive sales performance of frontline sales to achieve overall sales and service targets assigned.
  • Develop sales strategies and business plans for cluster branch(es) with DH and Branch Managers to optimise sales capacity and effectiveness.
  • Conduct regular coaching, training, and market/product briefing to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers.
  • Develop or source sales materials/scripts for sales staff to ensure consistency in the information flow and enhance their sales efficiency.
  • Provide professional support and advice to both sales staff and customers through joint sales calls and regular portfolio review for customers with sales staff.
  • Perform regulated activities, Type 1 & 4 specified under the Securities & Futures Ordinance.