AVP Investment Consultant
Core
Lead investment sales performance, develop sales strategies, coach frontline staff, and provide professional support to customers and sales teams for investment products.
Role type
Senior Investment Consultant / Sales Manager
Builds
Investment sales performance and customer service standards
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge, sales strategy development, team coaching and training, regulatory compliance (Type 1 & 4), complaint resolution, product feedback analysis
Preferred skills
CFP designation, CFA designation
Technologies
None stated
Responsibilities
Lead and drive sales performance of frontline sales to achieve targets; Develop sales strategies and business plans for branch clusters; Conduct coaching, training, and market/product briefings for sales staff; Provide professional support and advice to sales staff and customers via joint sales calls and portfolio reviews; Resolve complex customer enquiries and complaints; Participate in product development and process improvement projects; Ensure compliance with external regulatory codes and internal policies.
Seniority
Senior, hands-on IC with team leadership
