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ACWISE RECRUITMENT LIMITED Macao, China
Responsibilities
- Drive branch network, Wealth Management Centre and other distribution channels for sales activities of wealth management products to achieve sales targets of the Bank.
- Develop and drive sales strategies of wealth management products focusing on Investment & Insurance (I&I) to achieve sales growth of the Bank
- Develop and execute a strategic roadmap to expand market presence in Macau and maximize synergies between Hong Kong and Macau Office
- Collaborate with cross-functional teams across HK and Macau to to develop and execute effective product launch plans and maximize market penetration and revenue generation
- Manage the entire product life cycle, including market research, product selection, due diligence, channel management, product launching, and maintenance for wealth management products
- Streamline selling processes and channel operations to enhance sales effectiveness and strengthen customer experience
- Provide professional advisory, training, and coaching to the sales team for equipping professional sales experts on I&I products
- Motivate and manage sales teams to ensure effective and timely communication of business and product updates, fostering a high-performance culture and ensuring alignment with the sales strategy
- Stay updated on market practice and industry developments to maintain competitiveness in product offerings and customer experience
- Prepare sales management reports, including sales pipelines and sales tracking and conduct business analysis for management review
- Participate in the development and implementation of compliance, systems, and procedures initiatives for investment advisory functions
Requirements
- Bachelor Degree in Finance/Banking/Management or a related discipline
- 10+ years of relevant experience in handling I&I products sales and services
- Possesses professional licensing qualifications as required by local regulatory bodies
- Strong knowledge of a wide range of wealth management products, with expertise in customer portfolio management and related selling
- Demonstrates a strategic mindset, good business sense and a strong commitment to sales
- Excellent interpersonal and communication skills, capable of leading a sales team and collaborating effectively as a team player
- Fluent in written and verbal English and Cantonese, with a communicative level of Mandarin
- Ability to adapt to a fast-paced, dynamic environment and stay updated with industry trends and regulatory changes
- Station in Macau (while ad-hoc travelling to HK office, if required)
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