Investment Team Lead

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China KGI Asia Full time
Job Description

**Job Title:** Investment Team Lead

**Company:** KGI Asia

**Job Summary:

We are seeking an experienced Investment Team Lead to join our team at KGI Asia. The successful candidate will be responsible for leading and coaching a sales team to grow the wealth management business and achieve company financial targets.

Key Responsibilities:

  • Team Leadership: Build and recruit a high-performing sales team, providing guidance and support to ensure they meet their sales targets.
  • Business Development: Lead and coach the sales team to explore new business opportunities, identify and pursue new revenue streams, and develop strategic partnerships.
  • Client Management: Provide professional advice and total wealth management product solutions to clients, ensuring exceptional service excellence and customer retention.
  • Market Analysis: Stay up-to-date with current market trends and advise on potential product development changes to meet the changing market environment.
  • Compliance: Ensure compliance with internal procedures and reporting processes to meet management, corporate, regulatory, and statutory requirements.
  • Ad Hoc Assignments: Perform ad hoc assignments and projects as necessary to support the business.

Requirements:

  • Education: Degree holder or above.
  • Experience: At least 8 years of working experience in sales team head position in financial services industry.
  • Licenses: Holder of SFC and Insurance Authority License.
  • Skills: 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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