Job Title


  • Position:
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  • Job ID: 02377
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Job Description


  • Act as a bridge between Wealth Management Division and frontline sales staff;
  • Develop a customer-oriented selling approach so as to train frontline staff in understanding and meeting the needs of customers effectively with an understanding on the latest regulatory & compliance requirements;
  • Provide sales support, training and coaching to frontline sales staff on selling investment products and source investment products for product development team to conduct product due diligence;
  • Conduct regular competitive benchmarking on market practice so as to provide input to the marketing plan and strategies of investment and VIP Banking services;
  • Conduct investment seminar to uplift the branding on Wealth Management Services;
  • Work closely with Branch Management Department on providing feedback of individual sales staff’s sales performance on investment products;
  • Work closely with Service Quality Department on handling customer-related matters.



  • Degree holder or above in Finance, Marketing, Business Administration or related disciplines;
  • CFA/CFP is a plus;
  • 5-8 years of experience in banking industry;
  • Professional licensing qualifications per local regulatory bodies requirement;
  • Proficient knowledge on wealth management products is a must;
  • Excellent communication and interpersonal skills;
  • Good command of written and spoken English and Chinese.



Interested parties please send your detail resume in MS WORD format with current and expected salary through “APPLY FOR THIS JOB”.

All data collected will be used for recruitment purpose only & will be used strictly confidential.
Only shortlisted candidates will be notified.

Required: Banking / Finance, Executive, Marketing / Public Relations

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