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

• Relationship Managers
• Investment Counsellors
• WPS Product Teams
• Transformation
• IT
• Business Management and Front Office COO

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