Responsibilities:

• Perform as a product expert in wealth management to support cluster branches in achieving both investment and insurance targets
• Uplift performance of Relationship Managers by providing marketing information, advices, personal coaching and demonstration at sales interviews
• Work closely with Branch Managers and assist Relationship Managers to review and monitor customers' portfolio and identify potential business opportunities
• Conduct joint calls and close deals, if necessary
• Coach and monitor good business practice and uphold regulated sales compliance of sales force
• Participate in regular product/ sales compliance meeting and conduct regular meeting/ coaching workshops with staff as and when appropriate

Requirements:

• Degree holder in Finance, Business, Economics or related disciplines; with CFP / CRWP preferred
• Minimum 8 years of retail banking sales experience with at least 3 years in investment/insurance specialist and/or branch sales management positions
• Experience in coaching front-line salespeople is necessary
• Solid product and market knowledge in both investment and insurance products
• Strong communication and interpersonal skills
• Good command of spoken and written English and Chinese
• Qualified individual to carry out regulated activities in investment and insurance

We offer competitive remuneration commensurate with candidate’s background.  If you look for a friendly and harmonious working environment with steady career progression, here is the right opportunity for you.  Please submit your full resume with current and expected salary to the Human Resources Division by clicking “Apply Now” or visiting https://www.shacombank.com.hk/eng/about/career/Career.jsp.

We are an equal opportunity employer.

Applicants who are not contacted within 8 weeks may consider their application unsuccessful. Applications may be retained for 24 months for consideration of other suitable openings.

All personal data collected will be used for recruitment related purposes strictly in accordance with the Bank's personal data policies, a copy of which will be provided upon request by contacting our Personal Data Compliance Officer.