Business Development Manager for Wealth Management Services

7 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time
About Dah Sing Financial Group

We are a leading financial services group in Hong Kong, offering banking, insurance, and related services through our extensive network of branches in Hong Kong, Macau, and Mainland China. Our core values are built around caring, teamwork, and progressiveness.

Job Purpose

This role is designed to provide exceptional service to meet customers' wealth management needs and promote wealth business through non-face-to-face channels.

Main Responsibilities:
  • Meet or exceed sales targets assigned by the company.
  • Solicit wealth business through non-face-to-face channels, including FX-related products, Equity Link Investments (ELI), Investment Funds (UT), Bonds, or other wealth management products as appropriate.
  • Understand customers' needs through proactive communication with customers, branch staff, product specialists, treasury, and marketing teams before completing transactions.
  • Support cross-border business in the Greater Bay Area.
  • Process transactions according to the Bank's operational procedures.
  • Conduct sales in accordance with investment sales process guidelines.
  • Manage outbound calls and handle inbound calls on various marketing, sales, and service programs.
Requirements:
  • A university degree and at least 3 years of experience in sales of investment products, or lower academic qualifications with substantial relevant experience.
  • Professional licensing qualifications on HKSI Papers 1, 7, and 8.
  • Candidates with ECF qualifications have an advantage.
  • Excellent command of spoken and written English and Chinese, with fluency in Putonghua preferred.


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