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參考編號 : ZJ00004871
Centre Manager - FI
職位描述
- 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.
職位要求
- 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.
