Total 9 sales marketing job vacancies in Finance / Banking / Insurance category in Fortress Hill, 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

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

Brokerage, Securities, Private Wealth Management, Account Executive, RM Sinopac sec - WM sales Your new company Our client is a leading brokerage firm who is seeking an experienced Private Wealth Management Sales to join their fast-growing team. You will play a crucial role in building and maintaining relationships with high net worth (HNW) clients, provide tailored investment solutions and wealth management services for them. Base salary and high rate of commission are negotiable. Your new role Develop and maintain a strong network of high net worth clients. Provide personalized investment advice and wealth management solutions. Conduct financial analysis and portfolio reviews. Stay up-to-date with market trends and industry regulations. What you'll need to succeed Possess SFC Type 1 and 2 licenses. Proven track record in private wealth management sales. Strong network and connections with high net worth individuals. Excellent understanding of investment products and financial markets. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to [email protected], or call Cherry Ho at +852 2230 7493 for a confidential discussion now.

Well established Wealth Management Firm Excellent Exposure Our client is a well established wealth management firm which provides services to private clients and their families, trusts and financial intermediaries, as well as institutions. With a determination to boost their client base across the Asia Pacific Region, they now invite an outstanding candidate to join them. Provide support to the Private Bankers in managing client relationship and deliver high quality services to High Net Worth clients. Responsible for account opening, KYC due diligence, client order execution. Prepare client meetings and review. To be considered, you will be a university graduate with around 2 to 4 years of relevant experience in servicing high net worth client. Knowledge of private banking products and services. Sound interpersonal and communication skills in English and Cantonese. Interested applicants should send a detailed resume to Kelly Kam by email to [email protected] quoting reference eFC3533. (Applicants not contacted within 4 weeks should consider their application unsuccessful.)

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

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 & Mandarin speaker. It is a small office and you will be working closely with Partner. This would suit someone that can work independently, is self-driven and happy in a quiet office environment but you would also have a lot of flexibility and a global team to support you. The Junior Sales will be part of a dynamic team that works closely within the sales function to provide support to General Partners with their fundraising efforts. Some of the typical responsibilities include: To prepare pre and post-meeting notes; Assist with collating and maintaining investor updates; Attending investor meetings and writing up the minutes of the meetings; Completing specific investor information requests; Assist in collating of client target lists; Assist in roadshow management; Conducting marketing research and investor market mapping; Assist in preparation of sale reports; Assist compliance with European checks and regulations; To maintain the CRM system; and Completing project work as required.

About the role: You will be responsible for identifying potential sell-side clients in Cash Equities and Futures Global markets who could benefit from the wide range of Itarle product offerings.  Warm introduction calls to potential clients  Effectively managing follow-up calls and emails  Monitoring competition by gathering current marketplace information, comparing pricing, and analyzing new products. Market research of potential clients Ensuring the computerized database is updated accurately at all times Ensuring sales presentations and documentation are up to date Reporting clients' leads and trends to management  Building and improving clients' reports What we are looking for: University qualification or equivalent (Preferably Finance related) Highly personable and confident in talking to a range of sophisticated clients  Excellent interpersonal skills and the ability to work on your own initiative Basic coding skills are highly desirable Talkative and good at communications  Self-motivated and take responsibility seriously Fluent in both written and spoken English. Proficiency in Mandarin will be a plus! What We offer: Financial backing for postgraduate education and professional qualifications such a CIPD Sponsorship opportunities for semi-pro / professional athletes. Opportunity to travel and work abroad at global Itarle offices.  Annual team holiday, team nights out and company-paid lunches. We look forward to meeting you!