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Explore and solicit sales opportunities for Wealth Management Business towards High-net-worth and Corporate clients as well as deliver sales results
Identiy clients's needs and provide relevant and suitable Investment products or services such as Equity, Futures, Funds, Bonds, Structure Products and Private Placement for clients. Cross-sell IBD services to potential IPO and M&A clients
Deliver professional wealth management ideas, provide market views and research reports as well as prepare presentations and pitchbook
Drive client acquisition initiatives to broaden client base
Gather and analyse clients and channels' feedback to identify prevailing trend of investors' demand and product preferences
Co-ordinate with external and internal parties to organize public seminars for clients
University degree or above in Business Administration or related disciplines
3 years' experience in sales, client relationship or business development in financial or private banking industry
Eligible to be licensed under SFC in dealing in Equity and Futures
Excellent knowledge in Investment and Equity products
Strong sense in team work and self-motivated, with communication and interpersonal skills
Ability to work under pressure in fast-paced environment
Excellent computer skills in MS Office including Excel & PowerPoint
Proficiency in written and spoken English and Chinese including Putonghua
In compliance with the provisions of the Personal Data (Privacy) Ordinance of Hong Kong, the personal data being collected from your job application to this recruitment advertisement will be held and used by i-Contact Executive Search Ltd for job referrals and recruitment-related purposes.
Internal Number: 6728135
eFinancialCareers is a career site specializing in financial services.