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