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.

Sales Director

Job level Middle
Work exp Minimum 1 Year
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Location
Wanchai
Employment type Full Time
Industry Financial Services
Job function Sales / Business Development / Customer Service > Account Servicing
Published On 01/10/2018

Responsibilities

  • Acquire and build good relationship with existing and new target customers
  • Provide a wide spectrum of financial advices and solutions to customers and identify up-selling and cross-selling opportunities:-
  • Insurance Protection
  • Securities Investment
  • Wealth Management
  • Engage in end-to-end financial service which includes customer needs identification, solution recommendations, application fulfillment and after-sales services
  • Participate in promotion programs to acquire new clients and improve clients engagement
  • Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines

 

Requirements 

  • Pass IIQE (Paper 1,2,3,5) and fulfill the competency requirements to carry out insurance sales activities as defined by Insurance Authority (IA); or  
  • Pass HKSI Licensing Examination and fulfill the competency requirements to carry out regulated activities as defined under Securities and Futures Commission (SFC)
  • Good market sense and strong knowledge on insurance or investment products
  • Energetic and outgoing with enthusiasm in achieving goals
  • Excellent communication, interpersonal and relationship building skills 
  • Good command of spoken and written English, Cantonese and Mandarin

We offer 

  • attractive commission package

 

​Kindly provide us with Resume, Cover Letter and related certificates for review. email directly to 

hr@moneyconceptsasia.com