Wealth Management Coach

Main Responsibilities

Sales Management and Business Development:

• Provide frontline sales with needs-based selling coaching
• Support branches and frontline sales in formulating sales strategies and provide support on implementation
• Raise product knowledge and soft skills competency of frontline sales
• Train frontline sales to conduct analysis on assigned portfolio and to structure appropriate sales strategy and approach
• Construct effective training by exploring the latest sales skills, using market intelligence, and collecting input from frontline sales

People Management and Development:

• Identify critical training for frontline sales development in order to meet performance standards
• Support new joiners to get familiar with Bank's culture, people and system to ensure good onboarding journey and quick adaptation to Bank's environment
• Provide specific and regular training to both new and existing frontline sales, relating to product knowledge updates, selling skills, customer engagement and also compliance related
• Support frontline sales with appropriate programs in order to raise performance within a certain time period
• Ensure team morale and trust are built with people and culture coaching

Sales Governance and Compliance Control:

• Offer case sharing to reinforce the required compliance standard and update regulatory requirement to frontline sales on a regular basis

• Adhere to Bank's and Regulators' policies, standards, operations guidelines/procedures, security and internal control measures

  Requirements

  • Bachelor's degree in business administration, finance or other relevant qualification
• Minimum of 8 years of experience in retail banking or retail distribution, with an extensive understanding of people management, coaching, portfolio management, insurance, investment products, and account acquisition
• Excellent business acumen, relationship building, and stakeholder management abilities
• Extensive knowledge of innovative product solutions, current financial and acquisition planning and activities
• Experience in management and working in large-scale cross-functional teams
• Qualifications in IIQE/ HKSI related areas are required
• CFP/CFA qualification preferred

• Strong strategic, commercial, and technical communication skills. Proficiency in both English and Chinese (Cantonese & Mandarin)

  Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank's personal data policies, a copy of which will be provided upon request.