Head of Investment & Financial Services

Responsibilities

  • Drive and implement business initiatives to facilitate business growth
  • Explore new and potential market to grow the investment business and achieve profit growth
  • Lead and manage the sales team to achieve individual & team sales target and deliver exceptional quality services to exceed expectations
  • Provide tailor-made coaching and training to uplift the competency and quality of team member to ensure consistent delivery of excellent results
  • Recruit high caliber talents to strengthen the sales force and build a positive team culture
  • To ensure the team comply with established policy and regulations
  • Develop and strengthen the business relationship with related external parties
  • Keep abreast of market practice and regulatory requirements to maintain sound control environment

 

Requirements

  • University graduate, preferably in a business or finance related discipline
  • Minimum 8 years of sales team management / supervisory experience in financial institutions
  • CFA/ CFP qualification preferred
  • Expert knowledge in wealth products, both in investment and insurance
  • Pass the HKSI Licensing Examination and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Proven track record in achieving business results with strong leadership and coaching skills
  • Good command of spoken and written English, Cantonese and Mandarin
  • Proactive with excellent communication, interpersonal and motivational skills
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

 

Application


We offer competitive remuneration and fringe benefits including but no limited to the followings:

  • 15-25 days' Annual Leave
  • Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, children graduation leave, children wedding leave, etc.)


Interested parties please email your full resume with availability, current and expected salary to dasjobs@delta-aisa.com quoting the reference number in the subject line.


All information provided will be treated in strict confidence and only be used for recruitment purpose.


Website: www.delta-asia.com

 

Job level Senior
Work Exp. 8 Years
Education Bachelor Degree
Location Wanchai
Employment type Permanent
Benefits 5-day week , Competitive pay , Maternity leave , Medical plan , Paternity leave , Special / extra leave
Industry Financial Services / Investment / Securities
Job function Banking / Finance (Account / Relationship Management )
Banking / Finance (Investment & Securities)
Banking / Finance (Private Banking / Wealth Management)
Published On 18/10/2019