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Sales Lead, HNW Broker
3 months ago
Sizable financial institution, strong in Insurance & InvestmentSales-focused role leading a teamCompetitive and attractive incentives About the Company
My client is one of the most renowned financial institutions that owns a wealth management business. They are hiring a seasoned sales lead with extensive knowledge of insurance products targeting the HNW segment.
About the Job
Lead and manage the sales team to enhance business growthCultivate strong connections with affluent and HNW clientsDesign, develop, and implement comprehensive wealth strategies, offering a variety of investment and insurance solutions across different client sectors and channelsAssess and enhance clients' needs in financial planning and portfolio managementRequirementsBachelor's degree or equivalent, with certifications in IIQE 1, 2, 3 and HKSI 1, 7, 8Minimum of 8 years of direct experience in client services, with a track record of working with HNW individualsIn-depth understanding of wealth management offeringsExceptional customer service skills and approachProficiency in English, Cantonese, and MandarinExperience with business connections in the GBA is beneficialEligibility to apply for a work visa if needed
Apply
For interested parties, please click 'Apply". Should you have any inquiries, please reach out to Demi Poon at
skills no additional skills required
qualifications no additional qualifications required
education Bachelor Degree