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Job Title: Brokerage and Wealth Management Centre Manager
Ref.#: 61302
Location: HongKong
Remuneration:
-
Company Description:
Manage and oversee sales and operations in the brokerage / wealth management centre
 
Requirements and Application Details:
 
    Required by a prominent PRC related financial group, the following new position is to be filled:


    Brokerage and Wealth Management Centre Manager

    Responsibilities
    ?Manage and oversee sales and operations personnel of the centre (over 12 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 10 years?or above experience in banking or financial industries of which at least 5 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

    If you are interested, please send cv in word version indicating your present salary and expected salary to the attention of [email protected] cc [email protected]
 
Remark Field:
 
Publish Date: 2018-06-13