Job Purpose

• Lead the Investment Consultants nationwide to provide tailored investment solutions to individual clients and ensure the team deliver their respective wealth revenue targets.
• Manage and oversee a team of Investment Consultants, ensuring high-quality advisory services that align with client objectives, regulatory standards, and market best practices.
• Collaborate with Regional Head and Cluster Sales Head to manage the team activity, productivity, discipline and sales target.
• Oversee the Investment consultant team’s overall business activities, recruitment, sales target setting, daily sales monitoring, performances, etc.
• Provide coaching, professional advice and sales training to the team to ensure high competency in product knowledge and selling skills.

Key Responsibilities

Strategy & Business Performance

• Initiate, contribute and provide strategic inputs to all Investment Consultants to help develop and deliver strategic plans and budgets for respective regions.
• Lead and contribute to budgeted performance targets and improvements in wealth management to achieve and exceed performance expectations.
• Ensure that channel strategies and ground activities (internal and external), at each region, are aligned to business requirements and the achievement of business plans.
• Oversee the day-to-day management of nationwide Investment Consultants.

Leadership & People

• Provide direction, coaching and guidance to team members to improve skill sets and facilitate delivery on business plans.
• Manage, lead and coach direct reports to achieve their job objectives.
• Develop and motivate the right blend of talents and ensure retention of talents.
• Enthuse and obtain cooperation from internal staff/stakeholders and external partners to ensure smooth implementation of agreed plans.
• Coach sales staff on wealth product knowledge and upgrade their skillsets in terms of how best to position the Bank’s wealth offering, answer clients’ objections, recommend appropriate products, re-balance portfolios through need-based / portfolio sales approach, regular portfolio reviews and re-balancing.
• Support regions, hubs and branches with sale of wealth products, including wealth campaigns, marketing events, clients’ seminars, product launches as well as increase of new-to-investment accounts.
• Conduct joint sales with sales staff (esp. large clients, big tickets) and assist in closing deals.

Systems & Control

• Ensure full compliance with Group and Bank standards and regulatory requirements.
• Contribute to creation and maintenance of a compliance culture.
• Participate in and support the Bank in combating non-compliance practices and money laundering activities.
• Exercise due care and diligence on matters related to regulatory, money laundering, fraud, reputational and operational risks.
• Plans and ensure business continuity plans are in place.
• Ensure staff follow the proper sales guidelines and sales process, i.e: no mis-selling, no product pushing, correct use of research, asset allocation models, etc.

Job Requirement

• Good leadership skills and results focused, with a track record of achievement.
• Ability to “sell” a vision effectively at all levels, recruit, develop and motivate team’s members. 
• Strong interpersonal skills with a proven ability to communicate well at all levels of seniority.
• Change management skills with ownership of results and negotiation skills proven by sales delivery.
• Strong problem-solving and decision-making skills, with the ability to adapt to fast changes.
• Strong planning and organizational skills and a self-starter with drive to implement ideas independently.
• Ability to think “out of the box”, be creative and come up with business-impacting ideas