Executive Director, Wealth Management Sales
4 days ago
Job Overview
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- The successful candidate will be responsible for expanding the client base and sales opportunities of BOCOM International's wealth management business to achieve the department's revenue target.">
Key Responsibilities
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- Market and explore various client resources, mainly including high net worth individuals, corporate clients, listed companies, and other non-licensed investment entities to identify potential customers and develop new business opportunities.">
- Provide suitable global trading and custody services, wealth management advice, and margin financing facilities in the global securities market to meet the needs of clients with major investment products including global stocks, ETFs, futures, and other exchange products, as well as OTC products such as funds, bonds, and structured products.">
- Establish and maintain ongoing and effective communications with Group channels to continuously develop new customers and assets introduction.">
Requirements
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- A university degree or above in business administration or related disciplines.">
- At least 5 years' experience in sales, client relationship, or business development in the financial or banking industry, with the ability to develop and maintain clients independently and having accumulated good client resources.">
- Basic knowledge of the Hong Kong market and identification capabilities of wealth management products.">
- Understanding of compliance and risk control procedures of Wealth Management and able to implement accordingly.">
- Eligible to be licensed under SFC in dealing in securities and futures.">
- Strong sense of teamwork and self-motivated, with communication and interpersonal skills.">
- Ability to work under pressure in a fast-paced environment.">
- Proficiency in written and spoken English and Chinese, including Putonghua.">
Seniority Level
">Mid-Senior level
">Employment Type
">Full-time
">Job Function
">Finance
">Industries
">Investment Banking
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