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Delta Asia Financial Group is a comprehensive financial institution with 88 years of history, comprising Retail Banking, Commercial Banking, Wealth Management and General Insurance across Hong Kong, Macau, and Guangzhou. It is reputable for its Corporate Governance, Caring and the Pursuit of Excellence.We are committed to pay Top Reward to the Right People.
Responsibilities
Drive branch network, Wealth Management Centre and other distribution channels for sales activities of wealth management products to achieve sales targets of the Bank.
Develop and drive sales strategies of wealth management products focusing on Investment & Insurance (I&I) to achieve sales growth of the Bank
Develop and execute a strategic roadmap to expand market presence in Macau and maximize synergies between Hong Kong and Macau Office
Collaborate with cross-functional teams across HK and Macau to to develop and execute effective product launch plans and maximize market penetration and revenue generation
Manage the entire product life cycle, including market research, product selection, due diligence, channel management, product launching, and maintenance for wealth management products
Streamline selling processes and channel operations to enhance sales effectiveness and strengthen customer experience
Provide professional advisory, training, and coaching to the sales team for equipping professional sales experts on I&I products
Motivate and manage sales teams to ensure effective and timely communication of business and product updates, fostering a high-performance culture and ensuring alignment with the sales strategy
Stay updated on market practice and industry developments to maintain competitiveness in product offerings and customer experience
Prepare sales management reports, including sales pipelines and sales tracking and conduct business analysis for management review
Participate in the development and implementation of compliance, systems, and procedures initiatives for investment advisory functions
Requirements
Bachelor Degree in Finance/Banking/Management or a related discipline
10+ years of relevant experience in handling I&I products sales and services
Possesses professional licensing qualifications as required by local regulatory bodies
Strong knowledge of a wide range of wealth management products, with expertise in customer portfolio management and related selling
Demonstrates a strategic mindset, good business sense and a strong commitment to sales
Excellent interpersonal and communication skills, capable of leading a sales team and collaborating effectively as a team player
Fluent in written and verbal English and Cantonese, with a communicative level of Mandarin
Ability to adapt to a fast-paced, dynamic environment and stay updated with industry trends and regulatory changes
Station in Macau (while ad-hoc travelling to HK office, if required)
Candidate with less experience will be considered as Senior Manager
Application
We offer competitive remuneration and fringe benefits including but no limited to the followings:
22-25 days' Annual Leave
Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, children graduation leave, children wedding leave, etc.)
Attractive remuneration package
Accommodation provided by the Company
Interested parties, please click "APPLY NOW". For more information or inquiries, please contact us at +852 9882 7957.
All information provided will be treated in strict confidence and only be used for recruitment purposes.
Website: www.delta-asia.com
Full-time,Permanent
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