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Senior Manager, Wealth Management Sales Strategy

Dah Sing Financial Group Hong Kong
Posted 2 days ago Permanent Competitive

In this role, you will be jointly responsible with branches for the business performances of wealth management products (primarily investment and insurance products), VIP banking and the related products through building strong synergy and collaborations with products and all channels, and strengthening branch Customer Relationship Manager / Relationship Manager competency.

Main Responsibilities:  

  • Work with Wealth Management Division (WMD) in deciding sales focus and provide support to branches in growing investment and insurance fees income
  • Work with WMD for VIP customer acquisition, retention and portfolio growth
  • Work with WMD and Retail Securities Services to rationalize supports to branches, e.g. customer leads generation.  
  • Based on WMD review result, to raise the compliance and professional standard of investment and insurance sales.
  • Enhance the branch referral to Direct Channels Division (Sky RM) to increase the investment and insurance penetration of non-VIP customer’s segment.
  • Collaborate with WMD and Dah Sing Insurance to support ongoing development of sales and referral of GI products.
  • Support the launch of new bancassurance partnership of life insurance.
  • Develop training and coaching strategies to facilitate the smooth customers referral to Financial Planning Manager for insurance business
  • Identify skills gaps in the CRM team and to develop training and coaching program to uplift performance
  • Active participate in the sales and marketing support to the distribution

To meet the challenge, you should have the following qualifications and attributes:

  • 15 years of relevant experience in retail banking 
  • Solid sales experience on wealth management products (investment product covers stocks, F/X, ELI and UT, longer team and general life insurance products)
  • Solid experience in leading a sales team to deliver investment and insurance sales targets
  • Strong presentation skill
  • Degree holder with professional licensing qualifications per local regulatory bodies requirements
  • Proficiency on MS Office 
  • Good command of both written and spoken English and Chinese
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