Total 6 sales assistant job vacancies in Finance / Banking / Insurance category in central hong kong island

*** Key Responsibilities ***

 - Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches

 - Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments

 - Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers

 - Implement the Group’s/Bank’s Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators

*** Key Requirements ***

Must-have

 - Minimum 5 years' experience in insurance sales in banking (Sales experience in universal life insurance policy is preferable) 

 - Proficiency in both verbal and written English, Cantonese and Putonghua

 - Customer centric mindset and ability to manage complex interactions effectively

 - HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / ""Attained"" or above) plus relevant work experience

 

Good-to-have

 - University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP

 - Good communication, interpersonal and analytical skills

 - Strong self-motivation and drive to succeed, with ability to work under pressure

 - Shown strong situation awareness, strong desire to learn and able to work in Agile environment

 - Advocate of openness, able to create a cohesive teamwork and inspire others

 - High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

***Key Selling Points***

 - Excellent growth opportunities in career path advancement

 - Working location: to be determined after training

 - Birthday Leave

 - Staff Mortgage upon completion of 6-month probation

 - Medical Insurance

 - Maternity Leave

• Closely monitor all post-loan cases and identify overdue repayment to minimise credit losses from time to time
• Perform phone dunning and/or reminder message to delinquent clients in professional manner
• Communicate and monitor performance of appointed external parties including debt collection agencies, etc.
• Liaise with different internal parties in resolving disputes and outstanding accounts
• Prepare debt collection status report
• Provide general administration and clerical support to the team
• Handle enquiries related to collection matters
• Participate in ad-hoc projects as assigned

• Tertiary education, or equivalent qualifications at HKQF level 3
• Minimum 1 year working experience in sales support or customer service, preferably in credit control and debt collection operations
• Proficiency in both English and Chinese
• Strong self-motivation, with ability to work independently and under pressure
• Good interpersonal, negotiation and problem-solving skill
• Maintain a positive, empathetic and professional attitude toward customers at all time
• Proficiency in MS Office
• Immediate available is highly preferred

• Attractive remuneration package
• Career progression opportunities
• Discretionary performance bonus
• Medical & Dental insurance
• Birthday leave
• Anniversary leave
• Study leave
• Study subsidy scheme
• Employee property loan / personal loan scheme
• Numerous other staff benefits

About Our Client As a Sales Support Associate, you will have a pivotal role in providing assistance and support throughout the sales process for our alternative investments, hedge funds, private equity, and family office divisions. This presents an exceptional opportunity to collaborate with a leading market player and contribute to the continuous growth and success of their business. Job Description Responsibilities: Provide assistance and support throughout the sales process, including the preparation of marketing presentation materials, coordination of roadshows, note-taking during meetings, and diligent follow-up on action items. Address client inquiries promptly and deliver exceptional service, ensuring their needs are met and any issues are resolved effectively. Escalate critical matters to the team head and senior management, when necessary. Serve as the primary representative and point of contact for our CRM system, maintaining a high level of accuracy and generating comprehensive dashboards and reports for senior management. Collaborate closely with various internal teams to ensure seamless coordination and prompt resolution of client needs and concerns. Assist in conducting due diligence questionnaires and facilitating the onboarding process for new clients. Prepare and deliver regular reports and updates on funds to clients, ensuring timely and accurate communication. Provide support in organizing client seminars, events, and roadshows, taking responsibility from the planning stage through to flawless execution. Contribute to ad-hoc projects as required, demonstrating flexibility and adaptability in handling diverse assignments. The Successful Applicant Requirements: Possess a Bachelor's Degree, preferably in Finance, Business, or a related field. Demonstrated experience of 3+ years in a sales support or customer service role within the financial services or asset management industry. Holders of SFC Licenses Type 1 and 4 are highly preferred. Exhibit a customer-focused mindset, self-motivation, and the ability to thrive under pressure with tight deadlines. Proficiency in Microsoft Office, including Excel, PowerPoint, and Word. Display a high level of attention to detail and accuracy. Work independently and exhibit strong problem-solving skills. Possess excellent communication and interpersonal skills. What's on Offer If you are a driven and dedicated professional looking to contribute to a dynamic and successful organization, we encourage you to apply for this exciting opportunity.

Responsibilities: Acquire, develop and maintain long-term relationships with high net worth clients; Work collaboratively with internal specialists and resources within the CTBC Group to provide clients with holistic wealth management solutions; Total ownership of client relationship and fulfil the relevant regulatory responsibilities. Requirements: University degree or above; 3 to 5 years of experience in wealth management or banking industry; Well connected to high net worth communities; Relationship management experience with Mainland China Private Banking clients is highly preferred; Strong entrepreneurship with excellent interpersonal skills; Good proficiency in spoken and written English and Chinese.

Fund Sales/ Distribution Sales-  Team Head Job Description As Fund Sales, you will support the team to achieve the team's fund sales goals. You will also identify investment sales opportunities from existing client base as well as prospectus generated by marketing activities. Other responsibilities include: Build, manage, and grow our institutional and distribution team in Greater China region. Develop and maintain a strong relationship with investors - private banks, family offices and HNWIs. Establish local and global channels and expand our institutional customer base efficiently Identify customer’s investment/retirement savings needs and perform constant monitoring of investment portfolio in order to provide appropriate advice on investment solutions and after-sales service to customers Ensure high level sales quality and complies with all regulatory, legal and ethical requirements Requirements: University graduate 8+ years of experience in fund sales, distribution sales & business development in financial services Proven track record of developing relationships, negotiating, and problem-solving with both internal and external partners and stakeholders Knowledgeable in investment products Self-motivated, responsible and able to work under pressure Excellent written and oral communication skills in English, Chinese & Mandarin Proficient in MS Office applications including Excel, Word, and PowerPoint

About the Team The Credit Management and Control Section within Hong Kong Corporate Banking Department is responsible for the credit risk analysis and control of the local corporate banking customer portfolios and related mitigation including credit application, rating application preparation, monitoring of the customer credit performance, etc.  The role is crucial in supporting the Corporate Banking Department to achieve its business target and comply with regulatory requirements. Role Requirements To prepare and review loan / guarantee / security / derivatives related agreements and documents for customers of Hong Kong Corporate Banking Department No. 2 (HKCBD2) and Hong Kong Corporate Banking Department No. 3 (HKCBD3). To instruct and liaise with the Bank's approved solicitors firm in respect of non-standard, security and/or complicated documentation. To prepare covenant monitoring check sheet for eligible facilities provided to customers of HKCBD2 and HKCBD3. To follow the policy & direction of the Dept. /Section, and to assist your superiors in accomplishing the Dept. /Section’s overall duties & responsibilities at all times. To provide support in other general affairs of the Section. Essential Functions To ensure credit related document executed by the Bank is legal binding and with perfect protection on the Bank’s interest. To ensure credit related document executed by the Bank is fully compliance with approved conditions, statutory and internal requirements. Competencies We are looking for an individual who should be able to judge priority among tasks and makes practical scheduling and time management to complete tasks before deadline. He/she should be able to work independently or in a team. The individual should be able to effectively negotiate with his/her external/internal counterparties to executive regular tasks. He/she is an excellent team player and has an innovative spirit. He/she should respect for, and commit to high standards of business conduct and integrity. He/she should build good working relationship with other members and stakeholders and effectively collaborates with them to achieve Team/Section goals. Work experience, education and skills Bachelor's Degree in Finance, Business or related discipline; At least 2 years’ experience in credit documentation with a corporate bank; Knowledge of credit documentation (syndication & bilateral), related procedures and products, and relevant legal requirement. Exposure in syndication / loan administration with commercial or corporate bank is desirable; Strong analytical, problem solving, interpersonal and negotiation skills; Proficiency in both spoken and written English and Cantonese; Independent, hardworking and willing to work under pressure. eFCSoSe