Sales Team Head
- Employer
- Bluemont Consulting
- Location
- Hong Kong, Hong Kong
- Salary
- Basic salary + incentives
- Closing date
- Mar 10, 2021
View more
- Job Function
- Insurance
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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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
- 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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