Investment Manager

Intermediate (3-6 years)

Technical Skills

  • Branding
  • Compliance
  • Due Diligence
  • Marketing
  • Product Development
  • Sales
  • Training
  • Wealth Management

Job Description

Investment Manager

Reporting to Team Head, Wealth Management Services, you will be responsible for providing joint-selling as well as customer-oriented sales training of Investment products to frontline sales staff so as to achieve the business targets


  • Proactively conduct joint-selling/pre-casing in designated branch/branches to achieve the business targets
  • Develop a customer-oriented selling approach so as to train frontline staff in understanding and meeting the needs of customers effectively with an understanding on the latest regulatory & compliance requirements
  • Provides sales support, training and coaching to frontline sales staff on selling investment products & sources investment products for the Product Development Team to conduct Product Due Diligence
  • Conduct Investment Seminar to uplift the branding on Wealth Management Services
  • Conduct regular competitive benchmarking on market practice so as to provide input to the marketing plan and strategies of investment and VIP Banking services
  • Work closely with Branch Management Department in providing feedback on sales performance of individual sales staff for investment product
  • Work closely with Service Quality Department in handling customer-related matters

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

  • Degree holder or above in Finance, Marketing, Business Administration or related disciplines
  • CFA/CFP is a plus
  • 5-8 years of experience in banking business
  • Professional licensing qualifications per local regulatory bodies requirement
  • Proficient Knowledge in wealth management products is a must
  • Excellent communication & interpersonal skill
  • Good command of written and spoken English and Chinese

Please note that only shortlisted candidates will be notified. 

Employment TypeContract
Career LevelIntermediate (3-6 years)
Education LevelBachelor
QualificationCertified Financial Planner (CFP), CFA Level III / CFA Charterholder
LanguageEnglish, Cantonese
Dah Sing Financial GroupFinancial Services, Retail and Commercial Banking

Shop A, G / F, Worldwide House, 19 Des Voeux Road Central

directions_walk1 mins walk from Central Station