- 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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Investment Representative, International Wealth Management
发现在: Talent HK C2 - 4天前
KGI Asia Hong Kong, 香港Responsibilities Achieve revenue target · Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc. · Conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products ...
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Associate - M&A Advisory
发现在: Talent HK A C2 - 3天前
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Account Manager
发现在: Talent HK A C2 - 6天前
PIMCO Hong Kong, 香港 全职PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capita ...
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Credit Product Strategist
发现在: Talent HK A C2 - 6天前
PIMCO Hong Kong, 香港 全职PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capita ...
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Fund Accountant
发现在: Talent HK A C2 - 6天前
Monterosa Hong Kong, 香港 全职Cambrian Finance Limited belongs to Monterosa, an independent financial services group with a global footprint, servicing approximately more than USD 10bn in assets. The Group was founded in 1996 and provides investment solutions for emerging and developed markets. Our close-knit ...
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Fixed Income Strategist
发现在: Talent HK A C2 - 6天前
PIMCO Hong Kong, 香港 全职PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capita ...
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esg investment specialist
发现在: Talent HK A C2 - 6天前
Recruitment Intelligence Consultants Limited Hong Kong, 香港 全职International Asset Management House · Based in Hong Kong or Singapore · Our client is an international asset management house with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit high calibe ...
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Private Wealth Management Asia, Relationship Manager, Greater China Team
发现在: One Red Cent Asia eFC C2 - 2天前
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Account Analyst
发现在: Talent HK A C2 - 6天前
PIMCO Hong Kong, 香港 全职PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capita ...
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Assistant Relationship Service Manager
发现在: Talent HK A C2 - 6天前
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Assistant Vice President
发现在: Talent HK A C2 - 1天前
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Associate Director/ Senior Analyst
发现在: Talent HK A C2 - 20小时前
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Global Financial Crimes: APAC ISG Client Risk Unit, Director/ VP, Hong Kong
发现在: One Red Cent Asia eFC C2 - 2天前
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Systems Reliability Engineer, Production Management, Associate, Hong Kong
发现在: One Red Cent Asia eFC C2 - 4天前
Morgan Stanley Hong Kong, 香港 全职About the Firm · Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm's employees serve clients worldwide incl ...
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Electronic/Algorithm Trading Production Applications Support
发现在: One Red Cent Asia eFC C2 - 4天前
Morgan Stanley Hong Kong, 香港 全职About the Firm · Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm's employees serve clients worldwide incl ...
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Legal, Global Markets Legal, Vice President, Hong Kong
发现在: One Red Cent Asia eFC C2 - 12小时前
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Private Wealth Management, Product Manager Engineering, Associate/ Vice President, Hong Kong
发现在: One Red Cent Asia eFC C2 - 4天前
Goldman Sachs Hong Kong, 香港 全职Our teams of engineers build solutions to solve the most complex problems. We develop cutting-edge systems and processes that form the core of our key business and enable transactions to move in milliseconds. We provide real-time access to critical deal information and crunch bil ...
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VP Hedge Fund
发现在: One Red Cent Asia eFC C2 - 3天前
ALL-STAR AGENCY Hong Kong, 香港 全职Due to expanding derivatives business on the back of strong growth, we are currently recruiting for a VP Interest Rates Derivatives salesperson in Hong Kong to join the Institutional Sales Department of an established Global Derivatives Dealer to perform interest rate derivatives ...
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Head of Asset Management
发现在: Talent SG C2 - 20小时前
Oracle Hong Kong, 香港 Regular EmployeeResponsible for providing regional leadership to the Ownership groups, Hospitality Investment Companies, and Management Companies including, but not limited to: developing overall strategic framework in region; representing Oracle at Industry investment events and conferences, pr ...
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Director/Associate Director, Asia Asset Liability Management
发现在: Talent SG C2 - 2天前
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