Description

About Dah Sing Group
The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China.
Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent, but alike in the capacity for growth. Our task is to shape a culture that creates a sense of pride in achieving something beyond just a job, and an environment where you can be your true and authentic self, like at home.

Reporting to Head of Wealth Management Services, you will be responsible for providing customer-oriented sales training of investment products to frontline sales staff so as to achieve the business target.

Responsibilities

• 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

Requirement

• 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

This position is an in-scope position under the Mandatory Reference Checking Scheme. Please refer to the FAQs for In-Scope Individuals issued by the Hong Kong Association of Banks for details.
https://www.hkab.org.hk/tc/page/5/mandatory-reference-checking-scheme-phase-2

Please note that only shortlisted candidates will be notified.