AVP Investment Consultant
Core
Lead investment sales performance, develop sales strategies, coach frontline staff, and provide professional support and advice to customers and sales teams.
Role type
Senior Investment Consultant / Sales Manager
Builds
Investment products and services for consumer banking customers
Domain
Consumer Banking / Wealth Management
Required skills
Investment product knowledge, sales strategy development, team coaching and training, regulatory compliance (Type 1 & 4), customer relationship management
Preferred skills
CFP designation, CFA designation
Technologies
N/A
Responsibilities
Lead and drive sales performance of frontline sales to achieve targets; Develop sales strategies and business plans for branches; Conduct coaching, training, and market/product briefing to sales staff; Provide professional support and advice to sales staff and customers through joint sales calls and portfolio reviews; Ensure compliance with external regulatory codes and internal policies; Resolve complex customer enquiries and complaints; Participate in product development and process improvement projects.
Seniority
Senior, hands-on IC with team leadership