Treasures Investment Counsellor
Core
Lead and drive sales performance of frontline sales to achieve overall sales and service targets assigned.
Role type
senior IC investment sales manager
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, regulated investment sales (Type 1 & 4), compliance management, customer 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 overall sales and service targets assigned, Develop sales strategies and business plans for cluster branch(es) with DH and Branch Managers to optimise sales capacity and effectiveness, Conduct regular coaching, training, and market/product briefing to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers, Provide professional support and advice to both sales staff and customers through joint sales calls and regular portfolio review for customers with sales staff, Ensure full compliance with both external regulatory codes & guidelines, ordinance & internal compliance policies, standards, guidelines & procedures related to the course of investment selling and advisory, Support branch(es) to provide superior service to investment customers in accordance with the Bank's required service standards