Job Title

Investment Consulting Manager (Banking Sector)

  • Position:
  • Salary:
  • Location:
  • Job ID: 03111
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Job Description

Job duties:

  • Work with Wealth Management Division and frontline sales staff
  • Provide sales support, training and coaching to frontline sales staff on selling wealth management and investment products
  • Source investment products for product development team to conduct product due diligence
  • Train frontline staff in understanding and meeting the needs of customers  with an understanding on the update regulatory & compliance requirements
  • Conduct regular competitive benchmarking on market practice to provide input to the marketing plan and strategies of investment and VIP Banking
  • Hold investment seminars to uplift the branding on Wealth Management Services
  • Work closely with Branch Management Department on providing feedback of individual sales staff’s sales performance and targets on investment products

Job requirements:

  • Degree holder or above in Finance, Marketing, Business Administration or related disciplines
  • Over 4 years of experience in banking industry
  • Professional licensing qualifications per local regulatory bodies requirement
  • Proficient knowledge on wealth management products

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

All data collected will be used for recruitment purpose only & will be used strictly confidential

Only shortlisted candidates will be notified


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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: Admin & HR
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Investment Consulting Manager (Banking Sector) (ID: 3111)

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