AVP Investment Consultant
Core
Lead investment sales performance, develop sales strategies, coach frontline staff, and provide professional support and advice to customers on investment products.
Role type
Senior IC investment consultant (sales management & support)
Builds
Investment products and services for consumer banking customers
Domain
Consumer banking / Wealth management
Deliverable
product features
Required skills
Sales strategy development, team coaching and training, regulatory compliance (Type 1 & 4), customer portfolio review, complaint resolution, product development feedback
Preferred skills
CFP designation, CFA designation, experience in fund houses, CRM experience
Technologies
None stated
Responsibilities
Lead and drive sales performance of frontline sales to achieve targets, Develop sales strategies and business plans for cluster branch(es), Conduct regular coaching, training, and market/product briefing to sales staff, Provide professional support and advice to both sales staff and customers through joint sales calls, Resolve complex enquiries and complaints, Ensure full compliance with external regulatory codes and internal compliance policies