Sales and Marketing (Asset Management/Wealth Management)
July 11, 2018
Develop and identify potential sales channel, build up and maintain business relationship and drive sales revenue;
Promote the company brand and products;
Good knowledge on financial market and products including mutual funds, equities and fixed income;
Assist the senior on business planning and explore new business opportunities;
Prepare product pitch book, marketing materials for client meetings, follow up post meetings and conduct regular portfolio review with clients.
University graduate with minimum 4 years of experience in selling financial products, preferably in mutual funds, equities and/or fixed income;
Holder of SFC license (Type 1 and 9) is preferred;
A good team player, self-motivated, result oriented, fast learner;
Willing to learn with good communication skill and customer service attitude;
Candidates working in banks Wealth Management with solid High-Net-Worth client base will also be considered for building up direct sales channel;
Fluent speaking in Mandarin (native fluency), English and Cantonese.
Personal data provided will be used for recruitment purposes only.
Internal Number: 3612490
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