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EBD10219: Assistant Vice President, Wealth Management Sales Investment Products

time:2019-08-30

EBD10219: Assistant Vice President, Wealth Management Sales (Investment Products)

 Key Responsibilities

·    Explore and solicit sales opportunities for our Wealth Management Business towards High-net-worth and Corporate clients as well as deliver sales results

·    Identify clients’ needs to provide relevant and suitable Investment products or services such as Equity, Futures, Funds, Bonds, Structure Products and Private Placement. Cross-sell IBD services to potential IPO and M&A clients

·    Deliver professional wealth management ideas, provide market views and research reports as well as prepare presentations and pitchbook 

·    Drive client acquisition initiatives to broaden client base

·    Gather and analyse clients and channels’ feedback so as to identify prevailing trend of investors’ demand and product preferences

·    Co-ordinate with external and internal parties to organize public seminars for clients


Requirements

·    University degree or above in Business Administration or related disciplines

·    5 years’ experience in sales, client relationship or business development in financial or private banking industry

·    Eligible to be licensed under SFC in dealing in Equity and Futures

·    Excellent knowledge in Investment and Equity products

·    Strong sense in team work and self-motivated, with communication and interpersonal skills

·    Ability to work under pressure in fast-paced environment

·    Excellent computer skills in MS Office including Excel & PowerPoint

·    Proficiency in written and spoken English and Chinese including Putonghua

·    Candidates with less experience will be considered for the position of "Senior Associate, Wealth Management Sales (Investment Products)"