Sales Manager, wealth management (HNW clients)

Responsibilities:

• Acquire, develop and retain relationships with high-net-worth (HNW) clients through strong personal networks and contacts;
• ⁠Create new clients / partners to solicit business opportunities such as Fund Sales and Sales channels expansion for our Fund products;
• ⁠Work with management team to jointly explore, negotiate and finalize new sales opportunities;
• Manage and supervise daily fund operations to ensure full regulatory compliance;
• Responsible for research, analysis and implementation of fund investment plan;
• Liaise with HNW clients, external professional parties and communicate with regulators;
• Perform other ad-hoc projects and assignments as required.

Requirements:

• Degree holder or above in Finance, Business or a related discipline;
• Minimum 5 years of Sales experience with a proven track record of achieving sales targets and managing HNW clients in private wealth management, private banking relationships or private funds;
• Sound knowledge of SFO, regulations and guidelines of relevant regulatory authorities;
• Current SFC type 4 & 9 Responsible Officer license is a plus;
• Excellent customer service skill and problem-solving abilities;
• Fluency in Chinese (Cantonese & Mandarin) and good command of English;
• Immediately available (MUST).