Manager, Wealth Management Services

Intermediate (3-6 years)

Technical Skills

  • Compliance
  • Marketing
  • Sales
  • Training
  • Wealth Management

Job Description

Manager, Wealth Management Services

Reporting to Team Head, Wealth Management Services, you will be responsible for enhancing staff capability and performance on investment business by means of coaching and training so as to achieve the Bank’s requirement


  • Design and review coaching plan and training materials by working closely with internal stakeholders to enhance the technical knowledge/skill for branch sales staff
  • Coach sales staff to improve customer satisfaction and deepen the relationship with the Bank
  • Provide deep drive support to branch network and ensure the sales quality, compliance and regulatory requirements are up to standard
  • 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
  • Conduct regular competitive benchmarking on market practice so as to provide inputs and strategies on investment business
  • Work closely with Branch Management Department on providing feedback on sales capability and performance of individual sales staff for investment products
  • 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/FRM is a plus
  • 5-8 years of experience in banking business with proven leadership and coaching abilities
  • Professional licensing qualifications per local regulatory bodies requirement
  • Proficient Knowledge in wealth management products is a must
  • Sound judgment with good interpersonal and coaching technique
  • 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), Certified Financial Risk Manager (FRM), 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