Senior Manager, Wealth Coach (No Sales Target) - HKD 50K to 80K

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Aston Carter Hong Kong
  • 16 Feb 18 2018-02-16

Our client is a top tier international financial institutions who currently looking for a Wealth Coach to join their Asset Management arm. This is a non-sales position that suitable for candidate who has passion about coaching and driving investment business in a fund functional unit.

Job Description

  • Provide insightful market updates and investment strategies on financial market
  • Conduct regular classroom training, workshop and seminar to coach front office sales in providing professional investment advices
  • Be a designated Responsible Officer and make sure the sales procedure aligned with all regulatory requirements
  • Set strategies to motivate sales and drive investment business
  • Work closely with various stakeholder including fund house, compliance and market team
  • Support sales and offer help in various prospecting events



  • University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFA, CFPCM preferred
  • At least 5 years' solid experiences in all-rounded investment products in banking and 2 years’ management experience
  • Banking Branch Manager, Investment Counsellor or experienced Relationship Manager with managing and coaching experience would be preferred
  • Strong interpersonal and communication skills
  • Excellent skills in Powerpoint, Word and Excel
  • Proactive, mature, independent and innovative
  • Proficient in both spoken and written English and Cantonese, Putonghua a definite plus