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Wealth Management Coach

Hong Kong, Hong Kong
Last update 2024-04-11
Expires 2024-04-10
ID #2101178837
Free
Wealth Management Coach
Hong Kong, Hong Kong,
Modified April 4, 2024

Description

Main Responsibilities Sales Management and Business Development:- Provide frontline sales with needs-based selling coaching- Support branches and frontline sales in formulating sales strategies and provide support on implementation- Raise product knowledge and soft skills competency of frontline sales- Train frontline sales to conduct analysis on assigned portfolio and to structure appropriate sales strategy and approach- Construct effective training by exploring the latest sales skills, using market intelligence, and collecting input from frontline sales People Management and Development:- Identify critical training for frontline sales development in order to meet performance standards- Support new joiners to get familiar with Bank's culture, people and system to ensure good onboarding journey and quick adaptation to Bank's environment- Provide specific and regular training to both new and existing frontline sales, relating to product knowledge updates, selling skills, customer engagement and also compliance related- Support frontline sales with appropriate programs in order to raise performance within a certain time period- Ensure team morale and trust are built with people and culture coaching Sales Governance and Compliance Control:- Offer case sharing to reinforce the required compliance standard and update regulatory requirement to frontline sales on a regular basis- Adhere to Bank's and Regulators' policies, standards, operations guidelines/procedures, security and internal control measures Requirements - Bachelor's degree in business administration, finance or other relevant qualification- Minimum of 8 years of experience in retail banking or retail distribution, with an extensive understanding of people management, coaching, portfolio management, insurance, investment products, and account acquisition- Excellent business acumen, relationship building, and stakeholder management abilities- Extensive knowledge of innovative product solutions, current financial and acquisition planning and activities- Experience in management and working in large-scale cross-functional teams- Qualifications in IIQE/ HKSI related areas are required- CFP/CFA qualification preferred- Strong strategic, commercial, and technical communication skills.

Proficiency in both English and Chinese (Cantonese & Mandarin) Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank's personal data policies, a copy of which will be provided upon request.

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Wealth management coach

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