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Job Title: Wealth Management Centre Manager
Ref.#: 50804
Location: HongKong
Remuneration:
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Company Description:
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Requirements and Application Details:
 
    Our client is a prominent PRC related financial services group.

    Wealth Management Centre Manager

    Responsibilities

    Manage and oversee sales and operations personnel of the centre (about 15 people) to ensure operation efficiency and full compliance with internal and external requirements on relevant regulated activities
    Build up and develop professional sales teams in serving high-net-worth (HNW) clients with their financial needs
    Develop and implement viable sales strategies to achieve business objectives
    Plan and organize various sales and marketing activities to acquire new clients and improve sales penetration for the centre
    Conduct regular sales performance reviews with the sales teams and provide them with necessary coaching and training
    Promote and enhance brand awareness of the company within the community
    Prepare business forecast and regular reports for management review
    Requirements

    Degree holder in business related discipline
    Minimum 5 years?or above experience in banking or financial industries of which at least 3 years?relevant experience in serving high-net-worth / ultra high-net-worth clients, preferably with management experience
    SFC or HKMA license is a must and CFP / CFA is preferred
    Sound knowledge of wealth management tools including Funds, Structured Products and Insurance
    Sound knowledge of the Securities and Futures Ordinance (SFO) and relevant regulations
    Proven record of achieving revenue targets
    Strong leadership, customer relationship, interpersonal and analytical skills
    Fast learner with proactive thinking and can-do attitude, able to work under high pressure
    Proficiency in both written and spoken English, Cantonese and Putonghua


    [email protected]

    [email protected]
 
Remark Field:
 
Publish Date: 2018-05-08