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Executive Insurance Product Expert (Sales / Bank)

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

2 months ago

*** Key Responsibilities *** - Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches - Driv..

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Michael Page

Senior Associate, Sales Support, Asset Management

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

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 a..

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.

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Funds Partnership Asia

Corporate Secretary(Executive)

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

Scope of Responsibilities: Entity formation and administration of companies in Hong Kong, Cayman Island and British Virgin Islands Filing and administ..

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CTBC Bank Co., Ltd., HK Branch

Relationship Manager – Private Banking (PB-Sales)

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

Responsibilities: Acquire, develop and maintain long-term relationships with high net worth clients; Work collaboratively with internal specialists an..

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Kingfisher Executive Search (HK) Limited

Quantitative Trader (mutliple-openings)

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

About our Clients We are currently representing a number of quantitative-based proprietary trading houses and platform hedge fund to hire experienced ..

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Elysian Executive Solution

Fund Sales/ Distribution Sales- Asset Management

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

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 wil..

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Elysian Executive Solution

Head of Wealth Management /Deputy CEO

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

Responsibilities: 1.To achieve the Company's growth and to be responsible for the overall strategic; In charge of wealth management department. 2.Expl..

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Elysian Executive Solution

Quantitative Portfolio Manager

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

Title: Quantitative Portfolio Manager Responsibilities: Study the microstructural characteristics of the market and identify potential high-frequen..

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Elysian Executive Solution

PE Investment VP/D (Hong Kong or UK)

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

PE Investment VP/D (Hong Kong or UK) Responsibilities: • Manage day-to-day implementation of investment strategies and po..

PE Investment VP/D (Hong Kong or UK) Responsibilities: • Manage day-to-day implementation of investment strategies and policies to achieve strategic return and meet risk objectives • Formulate investment strategies and financing models for the long run investments • Conduct industry research including financial modelling and valuation, prepare reports on private equity industry trends, portfolio performance, risk analysis, capital allocation plans and other issues supporting investment literature to facilitate decision making • Screen investment projects, prepare analysis at various stages and be responsible for the trade execution • Responsible for deal execution, including drafting and negotiating of deal documentation • Ensure high integrity, accuracy and timeliness of investment decisions to protect the assets and ensure minimal risks and maximum contributions to the financial health of the Company • Ensure that the investment portfolios comply with legal, regulatory, audit and tax requirements Requirements: • University degree in Economics, Finance, Investment or a related discipline, professional qualifications such as CFA, CPA and ACCA are preferred • Minimum of 10 years of working experience in asset management, private equity, investment banking or relevant financial institutions, having INVESTMENT BANKING and PE Investment working experience are preferred. Less experienced candidate will be considered as Investment Manager - Private Equity • In-depth knowledge and extensive experience in financial investment, financial analysis and private equity funds • Proven track record in managing investment portfolios • Excellent financial, capital operation, project appraisal and investment decision-making skills • Good communication, interpersonal and presentation skills with the ability to communicate with senior management effectively • High level of discipline and integrity with positive attitude and ability to work independently and under pressure • Excellent command in spoken and written English and Chinese, fluency in Mandarin • Proactive mind-set with ability to thrive in a team • Hard working, willing to OT when in need

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Hays

Securities - PWM Sales (Base + Commission)

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

Brokerage, Securities, Private Wealth Management, Account Executive, RM Sinopac sec - WM sales Your new company Our client is a leading brokerage firm..

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Recruitment Intelligence Consultants Limited

ASSISTANT PRIVATE BANKER (SALES SUPPORT)

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

Well established Wealth Management Firm Excellent Exposure Our client is a well established wealth management firm which provides services to private ..

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Recruitment Intelligence Consultants Limited

DIRECTOR/ EXECUTIVE DIRECTOR - BUSINESS MANAGEMENT, PRIVATE BANK

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

First Line of Defence Focus on Risk, Compliance and Control Our client is an international private bank with an unparalleled reputation across the Asi..

First Line of Defence Focus on Risk, Compliance and Control Our client is an international private bank with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit a high calibre candidate to join them. You will: Strengthen risk management governance in the first line of defence by ensuring adequate supervision of day-to-day business conduct and activities of the Front Office, adhering to internal directives, procedures, and regulatory requirements. Oversee and collaborate closely with the Front Office to continually enhance operational risk processes and refine business operation. Provide guidance and advice to the Front Office on the Bank’s internal directives and procedures, compliance and regulatory-related matters, including but not limited to AML/CFT policy and procedural changes, cross-border marketing guidelines, adherence to advisory and suitability policies and procedures, fraud prevention policy and procedures. Conduct thorough analysis and regular business and control reviews to get insightful outcomes and recommendations, aiding in decision-making and risk assessment. Ensure compliance with regulatory and internal control standards, including the timely implementation of internal and external audit points and any issues regulators raise. Foster a strong risk culture and conduct awareness amongst the Front Office with the relevant training, market intelligence and knowledge sharing. Lead and support business initiatives, process-related risk projects, working groups, business forums and governance meetings, where appropriate. To be considered, you should be a degree holder with a minimum of 10 years’ experience in business management, risk management, compliance or other relevant banking experience. You should have good knowledge of private banking products, operations, and regulatory requirements together with the ability to understand broader private banking business. Lastly, you should constantly keep abreast on industry trends and maintaining a growth-oriented mindset. Team player with sound communication and interpersonal skills Interested applicants should send a detailed resume to Michelle Ho by email to [email protected] quoting reference eFC3530. (Applicants not contacted within 4 weeks should consider their application unsuccessful.)

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Strachan Clark

Sales Manager - International FinTech Company - Hedge Fund Focus

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

Job Duties: Lead and oversee the new client business development and relationship management of existing accounts Engage with prospective clients to ..

Job Duties: Lead and oversee the new client business development and relationship management of existing accounts Engage with prospective clients to organise and run presentations and close deals Work through inbound and outbound leads on prospective clients to understand who the decisions makers are, build high level relationships and clearly understand business and technical requirements Clearly articulate firm’s advantages to best position and close new business Collaborate closely with both the client services and operations team to identify any potential issues and get involved directly when the subject matters are escalated by clients Prospect and work with various internal teams to fully cover your assigned territory, build relationships and cover all sales opportunities Perform brand building and marketing activities, oversee local and regional sales, promotions and campaigns Make data-informed decisions to drive performance and resource allocation Work through objections, pricing and contract issues to close deals Develop relationships with existing customers, industry consultants and complementary vendors to leverage sales opportunities through referrals Requirements 3-6 years in a Sales / Client Management capacity, or someone who is keen to try out / move to a Sales position can also be trained Open to a candidate from either sell-side, buy-side, fintech, finance, business or any other related industry, generally open The candidate should ideally be intellectually curious about what’s happening in the markets, in the APAC Region and around the world Good in managing multi-stakeholder sales cycles and closing deals Understanding of hedge fund operations and trade lifecycle would be an advantage but not necessary Strong and articulate communicator – written and verbal Strong ability to multi-task and manage priorities Excellent problem-solving and trouble-shooting skills Incentive to join the firm Super stable team, rotation of people extremely low Diverse and international culture Short hierarchy, direct access to friendly teams Exceptional long-term career prospects in a family-cultured office

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Carnegie Consulting

Sales Support

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

Our client, a leading global advisory firm working with private companies across private equity and assets are hiring. You will need to be a Cantonese..

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Itarle

Sales Associate - Algorithmic Trading Services

Full-time

Hong Kong, Hong Kong

Finance / Banking / Insurance

10 months ago

About the role: You will be responsible for identifying potential sell-side clients in Cash Equities and Futures Global markets who could benefit from..

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Total 15 sales executive job vacancies in Finance / Banking / Insurance category in Fortress Hill, Hong Kong Island

Executive Insurance Product Expert (Sales / Bank)

Senior Associate, Sales Support, Asset Management

Corporate Secretary(Executive)

Relationship Manager – Private Banking (PB-Sales)

Quantitative Trader (mutliple-openings)

Fund Sales/ Distribution Sales- Asset Management

Head of Wealth Management /Deputy CEO

Quantitative Portfolio Manager

PE Investment VP/D (Hong Kong or UK)

Securities - PWM Sales (Base + Commission)

ASSISTANT PRIVATE BANKER (SALES SUPPORT)

DIRECTOR/ EXECUTIVE DIRECTOR - BUSINESS MANAGEMENT, PRIVATE BANK

Sales Manager - International FinTech Company - Hedge Fund Focus

Sales Support

Sales Associate - Algorithmic Trading Services