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    Investment Representative - Hong Kong, 香港 - KGI Asia

    KGI Asia
    KGI Asia Hong Kong, 香港

    发现在: Talent HK C2 - 2天前

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    描述
    Responsibilities
  • Build and recruit sales team
  • Lead and coach sales team to grow the wealth management business and achieve company financial targets
  • Provide timely and accurate prospects data to track and monitor activities for management reporting and sales forecasts
  • Possess customer network and business channels to explore new business opportunities
  • Work with Investment Strategies and Product Managers to provide professional advice and total wealth management product solutions to clients ensure the service excellence and customer retentions to uplift sales productivity
  • Keep abreast of current market trends and advice on potential product development changes to meet the changing market environment
  • Comply with internal procedures and reporting processes to meet management, corporate, regulatory, and statutory requirements
  • Perform ad hoc assignments and projects if necessary
  • Requirements
  • Degree holder or above
  • At least 8 years of working experience in sales team head position in financial services industry
  • Holder of SFC and Insurance Authority License
  • Energetic, self-disciplined with strong sense of responsibility, well-organized with detail-minded and can work independently
  • Good communication skills
  • Proficiency in English, Cantonese and Mandarin


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