Sales Manager (Financial services)

Directly reporting to the Chairman, you are responsible for:

• Develop new business opportunities within the HNW segment
• Promote all-rounded financial solutions to clients through multiple asset classes like equities, futures, funds and structured products, as well as insurance products
• Understand, meet and review clients’ financial needs based on their portfolios and risk profile regularly
• Execute all sales-related activities with a good sales planning
• Ensure strict compliance with internal control standards including risk management and regulatory compliance

Requirements:

• Degree holder in finance-related disciplines
• Minimum 5 years of sales experience, preferably with business development in brokerage business/wealth management nature
• Holder of SFC Type 1 & 2 licenses is highly preferable
• Good understanding in different asset classes including insurance products
• Strong in sales planning and execution with good communication skills
• Bilingual in both spoken Mandarin and English