SVP / VP – Sales Training (Investment and Insurance Products)

SVP / VP – Sales Training (Investment and Insurance Products)

We are assisting a PRC oriented financial group to seek high calibre candidates to apply for the above position.


  • Develop, organize and implement a systematic training program for wealth managers and trainees
  • Co-ordinate and work with internal departments and business units to provide sales and regulatory trainings on all ranges of investment and wealth management products
  • Uplift the quality of overall Training Academy and enhance its provision of services to wealth managers and clients
  • Build and maintain strategic alliance with sales departments on recruiting trainees and organizing training programs in response to the training needs
  • Provide CPT and CPD courses to all licensed sales persons as well as external parties
  • Monitor and maintain proper training records for all the training activities delivered


  • Degree holder or equivalent in any discipline, preferably in Finance, Business Administration or Economics
  • Holder of SFC license regulated activity and insurance professional qualification of IIQE is required; preferably with designation of CFP or RFP
  • Minimum 8 year’s relevant experience in financial or banking industries, preferably with at least 5 years’ solid training experience and 3 years’ in supervisory role
  • Sound knowledge of investment and / or insurance products a definite advantage
  • Strong interpersonal, communication and presentation skills
  • Good command of both written and spoken English and Chinese.  Fluency in Putonghua an advantage

Interested parties please send your FULL RESUME (in MS Word format) with availability, current and expected salary to or you can call us at (852) 2520-0284 for more information.

For more job opportunities, please visit our career wonderland at


Causeway Bay

Enquiry: 25200284

To apply for this job, please send your CV to

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