Money Concepts is a global financial institution with rich history in the independent wealth management business of more than 35 years. Money Concepts (Asia) is part of the worldwide network of Financial Planning Centers under Money Concepts, keyed to individual, family and business financial planning....

Money Concepts is a global financial institution with rich history in the independent wealth management business of more than 35 years.

Money Concepts (Asia) is part of the worldwide network of Financial Planning Centers under Money Concepts, keyed to individual, family and business financial planning. It is your global investment partner.

Business Development Director

Job level Middle
Work exp Minimum 2 Years
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Location
Within Hong Kong, Wanchai
Employment type Full Time
Industry Financial Services
Job function Banking / Finance > Investment & Securities
Banking / Finance > Private Banking / Wealth Management
Published On 01/11/2018

Reporting to the CEO, the incumbent takes charge of all business development and client acquisition activities.

Responsibilities:

  • Develop institutional clientele (business partners) 
  • Develop sales plans with partners targeting their clients, and provide training/coaching programs for their staff to drive online and offline wealth management business
  • Lead a team of customer services staff to facilitate partners in achieving sales and revenue results
  • Collaborate with other departments to streamline the life cycle of selling and transactions;
  • As one of the key executives, share the senior management responsibility.

Requirements:

  • Degree holder with experience in financial services or focusing on corporate and individual clients;
  • SFC RA1 and RA4 licensed person;
  • Outstanding communication (written and verbal) and interpersonal abilities, preferably native Putonghua speaker;
  • Proactive and execution-focused personality with established market network;

Please send your application with detailed resume, with date available, current and expected salary to