Our client is a PRC based Financial Group. To cope with its expansion, they are inviting high calibre to join their new team.

• Newly established position
• Reports to the Head of Investment Banking
• Build up the team to drive business to meet sales target
• Covers both High Networth and Institutional clients

Responsibilities:

• Provide professional investment sales, advises and services to High Networth and Institutional Clients
• Set up the team to achieve sales target
• Formulate and implement business development plans in order to grow client base and AUM, and drive revenue
• Liaise with business partners in order to acquire favorable business terms
• Maintain professional and harmonious relationships with business partners in order to ensure smooth cooperation
• Perform other sales management functions such as training, motivation, and performance appraisals, etc.
• Ensure the conduction of business complies with all regulatory requirements and internal policies
• Maintain good relationships with client and handle complaints whenever necessary

Requirements: 

• Minimum 10 years’ experience in Wealth Management Sales (both High Networth & Institutional Clients) with sizable Financial Institution / private bank / securities firm
• With proven sales performance and good sales network
• Familiar with various investment products, especially equities, bonds, insurance and assets etc.
• Good command of spoken Putonghua, Cantonese and English
• Excellent leadership to drive team members

Interested candidates please send your cv to suzanne.choi@levin.hk OR contact us at 25200104