Manager, Sales, Wealth Management

Position Description

To capitalize the business opportunities from clients’ investments in overseas financial products (such as securities, futures, unit trust/mutual funds, structured products, etc). Provide customer service and conduct marketing activities to clients (account managers and direct clients).

Key Areas of Responsibilities

• Act as Relationship Manager to drive target business for wealth management clients in generating revenue through secondary and primary broking activities including account opening and due-diligent check, product roadshow, project pitching, clients visit
• Maintain good relationship with the existing and new HNW & Corporate clients
• Provide investment products’ trading and dealing services, including equities, fixed income, futures, commodities and enlisted third party products, also provide post-trade review and data analysis to key clients
• Participate in internal and external business development activities, discover innovative and popular financial product and raise request to product team
• Support Wealth Management team to increase company’s brand, product awareness among different clients and market share and penetration
• Handle ad-hoc projects as required

Requirements

• Degree or above in Business /Finance /Engineering discipline with 5+ years of relevant experience in Wealth Management
• Solid investment backgrounds in Private Banking products and services would be an absolute advantage
• Extensive client network in markets and have good connections with clients who are interested in investing in overseas financial products
• Customer-focused and able to work under pressure with strong initiative and drive to succeed
• Team-player, detail-oriented and showcasing excellent analytical and problem-solving capabilities
• Possess strong integrity, compliance sense, willingness to learn and progress
• Excellent interpersonal skills with good command of written and spoken English and Chinese (including Putonghua).