Business Development Manager
16 hours ago
About Dah Sing Financial Group
Company OverviewWe are a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through our extensive network of branches in Hong Kong, Macau and Mainland China.
We pride ourselves on our values of caring, teamwork and progressiveness. We believe that everyone is unique and different in talent, but alike in the capacity for growth. Our goal is to create a culture that fosters a sense of pride in achieving something beyond just a job, and an environment where you can be your true and authentic self.
Job DescriptionAs a Business Development Manager - Wealth Management, you will play a key role in providing exceptional service to our VIP Banking customers to satisfy their wealth management needs.
- Meet and exceed sales targets assigned
- Work to understand customers' financial needs for selling and cross-selling banking products to meet their requirements
- Acquire new VIP Banking customers through proactive sales acquisition efforts
- Grow existing portfolio through deepening customer relationships and increasing share of wallet
- Provide professional service in selling wealth management products by adhering to sales process guidelines
- Provide excellent service quality to VIP Banking customers and maintain disciplined customer contacts
- Collaborate with product specialists as needed to provide services to VIP Banking customers
- Ensure operational procedures are conducted in compliance with Bank policies and procedures
To succeed in this role, you should possess the following qualifications and attributes:
- Degree holder
- Minimum 2 years' experience in selling wealth management products to high net worth customers
- Professional licensing qualifications as required by local regulatory bodies
- In-depth knowledge of portfolio management and financial markets
- Sound understanding of compliance regulations related to investment product sales
- Excellent interpersonal and communication skills
- Good command of both written and spoken English and Chinese
Please note that only shortlisted candidates will be notified.
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