Job Reference : ZJ00004871

Centre Manager - FI

Job Reference : ZJ00004871
  • 4 - 6 Years
  • Salary Negotiable
  • Permanent / Full Time
  • Not Specified
  • HR Management / Consultancy
  • Banking & Finance

    • Job Description

    • Manage and oversee sales and operations personnel of the centre to ensure operation efficiency and full compliance with internal and external requirements on relevant regulated activities;
    • Build up and develop professional sales teams in serving high-net-worth (HNW) clients with their financial needs;
    • Develop and implement viable sales strategies to achieve business objectives;
    • Plan and organize various sales and marketing activities to acquire new clients and improve sales penetration for the centre;
    • Conduct regular sales performance reviews with the sales teams and provide them with necessary coaching and training;
    • Promote and enhance brand awareness of the company within the community;
    • Prepare business forecast and regular reports for management review.

    Requirements

    • Degree holder in business related discipline;
    • Minimum 5 years’ or above experience in banking or financial industries of which at least 3 years’ relevant experience in serving high-net-worth / ultra high-net-worth clients, preferably with management experience;
    • SFC or HKMA license is a must and CFP / CFA is preferred;
    • Sound knowledge of wealth management tools including Funds, Structured Products and Insurance;
    • Sound knowledge of the Securities and Futures Ordinance (SFO) and relevant regulations;
    • Proven record of achieving revenue targets;
    • Strong leadership, customer relationship, interpersonal and analytical skills;
    • Fast learner with proactive thinking and can-do attitude, able to work under high pressure;
    • Proficiency in both written and spoken English, Cantonese and Putonghua.