Investment Consultant (Retail Branches)
Core
Drive investment sales business for a specified group of retail branches, formulate support strategies, and coach sales staff.
Role type
Senior Investment Consultant (Retail Branches)
Builds
Investment sales performance and sales team capability
Domain
Retail Banking / Wealth Management
Deliverable
product features
Required skills
Investment sales, sales strategy, team coaching, market briefing, regulatory compliance
Preferred skills
CFP, CFA, HKRFP, HKMA ECF Core/Professional qualification
Technologies
N/A
Responsibilities
Communicate with leadership on business progress and outlook, drive sales targets for assigned branches, coordinate sales events, conduct coaching and training for sales staff
Seniority
Senior, hands-on IC