Advisory Specialist - Sales Enablement

We are currently seeking a high calibre professional to join our team as a Advisory Specialist - Sales Enablement.

In this role you will:

Principal Accountabilities:

Lead the adoption of Prism as the go-to advisory proposition for clients and enable the successful commercialization of the offering.
Train and educate the front office to enable them to use Aladdin as the portfolio advisory platform and to allow them to position Prism with conviction to clients.
Interface with front office to handle complex client cases that can help the bank improve the quality of revenues, the share of wallet or to retain assets.
Develop the strategy to unify the proposition across client segments and markets.
Lead discussions for Advisory across pricing and regulatory topics that will impact the overall USP for the business.
Resolve topics related to contracts and account opening of Prism mandates.

Customers and Stakeholders

Leadership & Teamwork

Collaborate with other advisory specialists to increase client adoption of Prism and the overall commercialization of the advisory client journey.
Lead business development activities of Prism advisory mandates.
Offer expertise and assistance on Aladdin Wealth on an ongoing basis to RMs and ICs
Handle queries related to operationalizing Prism including contracts and account opening.

To be successful you will need:

This opportunity is open to internal candidates who are currently based in Hong Kong and HKMA Type 1 and Type 4 licensed only.
Degree in finance/business and preferably with other professional accreditations such as CFA
At least 10 years of experience in banking or asset management
Relevant experience in private banking or asset management, with a focus on portfolio management or investment advisory
Strong understanding of asset allocation and portfolio construction across all asset classes
Client focused with strong sales, analytical, and relationship building skills
Has previously been actively involved in building advisory propositions
Sales oriented and an effective communicator
Ability to speak fluently in Mandarin and Cantonese is a plus

See also