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)"