Location
Shenzhen
Posted
June 20, 2026
Commute
Local Area
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Job Description
Treasures Investment Counsellor-(WD82374)Lead and drive collective performance of frontline sales to meet overall business outcomes assigned for investment products Develop portfolio strategies and business plans with District Heads and Branch Managers to optimise sales capacity and effectiveness Deliver CIO market updates and house views on timely basis and provide clear tactical strategy leveraging on CIO and GFM views to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers Provide professional support and service to sales staff and customers on regular portfolio review for customers with sales staff. Conduct direct customer follow up in accordance to our CBG contact strategy Manage assigned portfolio across branches to resolve complex enquiries and complaints Provide regular and timely feedback to product taskforce team on customer acceptability on...
Responsibilities: