Treasures Investment Counsellor (Licensed)
Core
Lead and drive collective performance of frontline sales to meet overall business outcomes assigned for investment products.
Role type
Senior investment sales manager
Builds
Investment products sales capacity and effectiveness
Domain
Banking / Investment
Deliverable
product features
Required skills
Sales management, Coaching, Portfolio strategy development, Market trend analysis, Customer relationship management, Complex enquiry resolution, Product feedback analysis
Preferred skills
Investment business sales experience, English and Chinese fluency, Excel, PowerPoint, Word
Responsibilities
Lead and drive collective performance of frontline sales, Develop portfolio strategies and business plans, Deliver CIO market updates and house views, Provide professional support and service to sales staff and customers, Manage assigned portfolio across branches, Provide regular and timely feedback to product taskforce team
Seniority
Senior, hands-on IC