The Regional Investment Manager develops and delivers customer-oriented sales training for investmen
岗位职责
Reporting to the Head of Wealth Management Services, the Regional Investment Manager serves as a key liaison between the Wealth Management Division and frontline sales staff. The role focuses on developing and delivering customer-oriented sales training for investment products to achieve business targets. Key responsibilities include:
Acting as a bridge between the Wealth Management Division and frontline sales staff to ensure effective communication and alignment.
申请条件
Degree holder or above in Finance, Marketing, Business Administration, or related disciplines.
CFA/CFP certification is a plus.
5-8 years of experience in the banking industry.
Professional licensing qualifications as per local regulatory body requirements.
雇主简介
Support overall quality control for loan and SME sales processes at branch, set out effective quality control framework and monitoring mechanism to ensure frontline is complied with the regulations an...