Job Seekers

AVP, Investment and Insurance Specialist

Job Industry Banking
SALARY Up to 45k
Date posted 2020-12-01
Job Ref. BSHCB20201201A


• Support sales delivery to our internal and external partners through dual delivery model in follow-up and responsiveness.

• Responsible for supporting internal and external growth initiatives communicated to team.

• Responsible for dissemination of communications.

• Provide support on increasing and capturing cross sell opportunities.

• Increase efficiencies of daily sales and operational activities.

• Responsible for reporting sales results and reasons for successes.

• Support sales executives with specific business initiatives; create, lead and advise on sales and product training; and support growth of sales.

• Liaise between sales teams and branches on initiatives.

• Represent sales on the development of strategies and programs to effectively partner with the bank.

• Responsible for partnering sales leadership to deliver activities, programs and promotions on monthly sales and marketing calls.

• Liaise with partners to develop marketing opportunities to maximize growth in sales and customer acquisition, retention and satisfaction.

• Work in coordination with sales executives in creating, driving and supporting business plans and initiatives.

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.



• 2-5 years previous banking experience preferred

• Bachelor’s/University degree or equivalent experience

• Give advice on portfolio issues and meet clients on a regular basis.

• Recommend tailor-made, individually-optimized, investment portfolio for clients

• Monitor and oversee portfolio quality

Monitor portfolio performance of the business as a whole

• Provide training to internal staff on portfolio-related matters

• Give regular presentation to clients

• University graduate in Finance or related discipline, preferably a CFA holder

• Five years of relevant experience working as portfolio counselor, fund manager, financial advisor, etc

• Strong communication and interpersonal skills

• Strong analytical skill

• Good knowledge of investment products

• Knowledge of portfolio-optimizing software

• Excellent command in English and Cantonese

• Conversant in Mandarin is a plus

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