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Manager, Business Development (Investment Consultant)
Convoy Global Holdings Limited
February 4, 2020
Manage sales channels to drive sales and achieve business target
Conduct training and briefing to the sales force to enhance their investment and product knowledge and ensure full compliance with regulatory and internal requirements
Participate in joint-call sales activities on request and need basis
Assist in producing marketing and presentation materials to ensure the sales pitches are well articulated and the products are effectively marketed
Handle enquiries and analyze their enquiries to identify gaps in trainings and product offerings
Review current sales process and identify areas for improvement in order to enhance sales quality and customer experience
Understand the industry development and translate into business opportunity
Perform ah-hoc assignments and projects if necessary
University degree in Finance and Economics, or other relevant discipline.
Minimum 5 years' relevant experience in asset management or banking industry, with good knowledge of investment products in particular SFC authorized funds
Holder of SFC Type 1 license, Type 4 and 9 will be an advantage
Professional qualification of CFA, CFP will be an advantage
Good interpersonal, communication, presentation and analytical skills
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Meticulous, self-motivated and strong drive to succeed and ability to work independent as well as being a good team player
Excellent in spoken and written English and Chinese
We offer competitive remuneration including career prospects to the right candidate. Interested parties please send detail resume with availability, current and expected salary to Human Resources Department, Convoy Global Holdings Limited, 39/F Lee & Man Commercial Centre, 169 Electric Road, North Point, Hong Kong or by clicking the Apply Now button and upload your CV and cover letter.
(All applications will be treated in strict confidence and used for recruitment purpose within Convoy Global Holdings Limited only. All information will be kept for 12 months.)