參考編號 : ZJ00004867

Senior Investment Consultant - Banking

參考編號 : ZJ00004867
  • 4至6年
  • 薪資面議
  • 固定工作 / 全職
  • 未標明
  • 人力資源管理 / 顧問
  • 銀行和金融
  • 職位描述

    • Formulate and implement business strategic plans so as to achieve the investment sales targets;
    • Lead a team of Investment Sales Managers to devise and drive quality enhancement programs;
    • Monitor sales force activities and productivity metrics to ensure delivery is in accordance with sales pipeline;
    • Enhance the professionalism and capabilities of sales force by collaborating with relevant departments and product owners to review the training needs;
    • Organize seminar, briefing and provide coaching to cascade market updates and technical know-how of investment products;
    • Review current sales process and identify areas for improvement in order to enhance sales quality and customer experience. 

    職位要求

    • University graduate, with professional qualification such as CFA, CFP or CFMP an advantage;
    • Minimum of 7 years' relevant experience with sound product and market knowledge;
    • Good leadership, interpersonal and communication skills;
    • Strong drive to succeed and ability to work independently;
    • Proficiency in both English and Chinese;
    • Fulfilment of the competence requirements to carry out regulated activities as defined under the Securities and Futures Ordinance;
    • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers.