Sales Team Head

Employer
Bluemont Consulting
Location
Hong Kong, Hong Kong
Salary
Basic salary + incentives
Posted
Feb 10, 2021
Closes
Mar 12, 2021
Ref
10154135
Job Function
Insurance
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • Provide sales management guidance and supervision to a team of relationship managers in performing their roles by selling different financial products
  • Monitor sales performance and make sure they deliver high quality one-stop financial planning and wealth management solutions through face-to-face professional meeting
  • Perform market update, experience sharing, and coaching to enhance team members' product, investment / insurance knowledge, and selling skills
  • Build a team of relationship managers to achieve the assigned targets in revenue, AUM, and client numbers
  • Develop new clients through sales and marketing activities and build long-term relationships with existing high net worth clients
  • Involve in any ad hoc projects assigned by management
Requirements:
  • Bachelor degree holder
  • Minimum 4 years of working experience in relevant team management and building in banking, insurance or IFA industry, CFA or CFP holder is preferred
  • Qualified with IIQE Paper 1, 2, 3, 4 & 5, preferably with SFC license RA1
  • In-depth knowledge on life insurance and financial products with a proven track record in selling investment products is preferred
  • Able to build strong connections with clients and developing your own sales team
  • Strong leadership skills, good time management, passion and positive attitude
  • Good command in English, Cantonese and Mandarin

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