INVESTMENT WEALTH ADVISOR, MUTUAL FUND (BB-E3A31)
Found in: Neuvoo HK
Our client is an international asset management firm an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit a high caliber candidate to join them.
Achieve mutual fund sales, identify potential clients for investment sales opportunities from existing client base or new prospects based on own contacts as well as generated by marketing activities and other media. Build effective partnership relationship with insurance agents, to generate referral for investment sales. For the partnering with insurance agents, to participate client joint call and keeping partnering insurance agents for total relationship management to conclude investment sales and to provide ongoing investment market and product update, portfolio review and upselling opportunity. Successfully establish an understanding of the nature and needs of potential clients on investment solutions, and provide professional after-sales service to respective clients. Supports the achievement of sales and performance targets. Adhere the defined sales process framework as described by the company and keep up high level sales quality at all time.
To be considered, you will be a university graduate with a minimum of 3 years mutual funds sales experience in asset management or retail banking. Passionate about financial market and investment world. Excellent people skills. Strong verbal and written communication skill. Entrepreneurial, Self ‐ motivated and work independently
Interested applicants should send a detailed resume to Michelle Ho by email to email@example.com quoting reference 4457 .
(Applicants not contacted within 4 weeks should consider their application unsuccessful.)
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