Job No.: 493730 Employment Type: Full time Departments: Channel Management Job Functions: Business Development, Relationship Management

Job No.: 493730 
Employment Type: Full time
Departments: Channel Management
Job Functions: Business Development, Relationship Management

Area Sales Coach & Strategy Manager, Wealth Management

Job level Middle
Work exp Minimum 8 Years
Education Associate Degree
Location Hong Kong
Employment type Full Time
Industry Banking
Job function Banking / Finance > Private Banking / Wealth Management
Sales / Business Development / Customer Service > Business Development
Human Resources > Training & Development
Published On 08/11/2016
ref. 493730

Responsibilities:

  • Recommend and develop sales management strategic plans and staff training / coaching programs for driving wealth management business in the sphere of investment and insurance products of retail banking to meet the overall business objectives
  • Carry out strategic sales implementation plans, sales performance management tools and sales process streamlining initiatives, etc. for investment and insurance products according to the sales results and productivity analysis to enhance sales effectiveness and efficiency of designated area(s)
  • Prepare and compile training materials to facilitate effective training, with continuous evaluations and ongoing support / field coaching
  • Coach and nurture sales staff to enhance sales productivity and performance to achieve business goals
  • Review and monitor the implementation of sales plans and drive to achieve persistent results
  • Cultivate and foster a culture of strong sense of integrity and compliance among branch management and sales staff through delivering good practices of investment and insurance sales compliance and control

Requirements:

  • At least 8 years' experience in banking or financial industry, 5 years of which must be hands-on sales management experience related to investment and insurance business. Candidate with frontline sales experience is preferred
  • Sound knowledge in investment and insurance business, retail banking operation, risk management and business practices
  • Strong banking sense and self-motivated with good coaching and sales management skills and be able to work independently
  • Possess a strong sense of awareness to people, being able to identify bottlenecks and motivate sales staff appropriately
  • Excellent communications and presentation skills with good command of English and Chinese in both spoken and written including Putonghua
  • Degree holder with major in Business Administration, Finance, Economics, or related discipline
  • Possess qualification in IIQE, HKSI & MPF
  • Candidate with professional qualification(s) such as CFMP / CFPCM / CFA / FRM / FLMI, or other similar finance or life insurance related professional qualification(s) is preferable
We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please submit your application online. For details, please visit our website “ http://www.bochk.com 

Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.