Position Title :  Wealth Management Specialist
 
POSITION SUMMARY
 rimary responsibility is to build the wealth management business for the branch(s) assigned, so that the business targets in terms of the wealth management revenues and AUM growth are met or exceeded, while strictly adhering to the Bank's compliance requirement and that of local regulatory bodies.

POSITION OBJECTIVES
Jointly accountable with branch relationship managers for delivering revenue in wealth management of assigned branch(s)
To ensure good quality of sales in wealth management products by relationship managers for responsible branch(s)
Support and participate in various marketing activities, seminars and customer meetings
Upgrade and maintain professionalism of sales staff / relationship managers in wealth management areas through provision of training and coaching to them

COMPLEXITY/BUSINESS RELATIONSHIPS
Competition: Stiff competition from local brokers/distributors/banks
Customer expectations: The customer expects active management of his portfolio and expects regular updates on markets and its impact on his portfolio
To ensure that the risks involved in investments products is understood by all the relationship managers and is conveyed properly to customers to ensure that there is no customer dissatisfaction
To constantly update the knowledge of dynamically changing micro and macro economic parameters and understand its impact on financial products and customer portfolios. This information is to disseminate to relationship managers to be conveyed to the customers.

POSITION RESPONSIBILITIES

Responsibility to clients

 Handles complex customer relationship and interacts with top tier customers requiring sophisticated products and management
When required in direct customer contact, assist customers in assessing risk preference through systematic profiling process and recommend wealth management products that best suit customers' needs
Actively support the team / branch to deliver quality sales and service and other Bank's initiatives
 Deliver top-notch service to best satisfy customers

Responsibility to each other

Ensures complete and correct product knowledge dissemination to the relationship managers associated
Maintain constant review of the market and customers and provide feedback through supervisors to relevant departments to enable them to develop the market, place products and programs
Coach and motivate branch sales staff to achieve wealth management revenue target
Provide training and coaching to branch sales staff on investment / treasury updates

Responsibility to franchise

Ensure sales conduct and contact with customers are in strict adherence to the compliance standard of the Bank and of the local regulatory bodies
Utilize audit/control process to keep fraud/operating losses at a minimum

EXPERIENCE/KNOWLEDGE NEEDED

Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree or Master's Degree in business / finance / economics. Additional professional accreditation like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) would be an added advantage.
Strong knowledge of financial markets and wealth management investment products (mutual funds, bonds, structured products, FX, derivatives)
At least 2-3 years of experience in the financial market (if you don’t have any experience, then you must have a strong background to support you and have a good communication skill)
Pleasant personality with strong interpersonal and communication skills
Confident, intelligent, independent, result oriented and resourceful
A team player
Enjoy meeting people
Possess excellent presentation skills, verbal and written communication skills
 
 
 
Net income average 15000-20000 RMB/month
 

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