Investment Representative

3 weeks ago


Hong Kong, Hong Kong SAR China KGI Asia Full time

Responsibilities Build and recruit sales team Lead and coach sales team to grow the wealth management business and achieve company financial targets Provide timely and accurate prospects data to track and monitor activities for management reporting and sales forecasts Possess customer network and business channels to explore new business opportunities  Work with Investment Strategies and Product Managers to provide professional advice and total wealth management product solutions to clients ensure the service excellence and customer retentions to uplift sales productivity Keep abreast of current market trends and advice on potential product development changes to meet the changing market environment Comply with internal procedures and reporting processes to meet management, corporate, regulatory, and statutory requirements Perform ad hoc assignments and projects if necessary Requirements Degree holder or above  At least 8 years of working experience in sales team head position in financial services industry Holder of SFC and Insurance Authority License Energetic, self-disciplined with strong sense of responsibility, well-organized with detail-minded and can work independently Good communication skills Proficiency in English, Cantonese and Mandarin



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