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Fund Sales, Wealth Management (HNW clients)

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Fund Sales, Wealth Management (HNW clients)

Zenith Innovation Financial Group Limited
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Job Highlights

  • Degree holder or above in Finance
  • 3 years of Sales experience
  • Excellent customer service skill

Responsibilities:

  • Acquire, develop and retain relationships with high-net-worth (HNW) clients through strong personal networks and contacts;
  • ⁠Build new clients / partners to solicit business opportunities such as Fund Sales and Sales channels expansion for our Fund products;
  • ⁠Work with management team to jointly explore, negotiate and finalize new sales opportunities;
  • Manage and supervise daily fund operations to ensure full regulatory compliance;
  • Responsible for research, analysis and implementation of fund investment plan;
  • Liaise with HNW clients, external professional parties and communicate with regulators;
  • Perform other ad-hoc projects and assignments as required.

 

Requirements:

  • Degree holder or above in Finance, Business or a related discipline;
  • Minimum 3 years of Sales experience with a proven track record of achieving sales targets and managing HNW clients in private wealth management, private banking relationships or private funds;
  • Sound knowledge of SFO, regulations and guidelines of relevant regulatory authorities;
  • Current SFC type 4 & 9 Sales Representative / Responsible Officer license is a plus;
  • Excellent customer service skill and problem-solving abilities;
  • Fluency in Chinese (Cantonese & Mandarin) and good command of English;
  • Immediately available (MUST).

We offer competitive remuneration package to the right candidates. Interested parties please submit your resume (in both English and Chinese), with current and expected salaries must provide, availability, contact phone number and email address.

All applications and personal information collected will be treated in strict confidential and only be used for the purpose of recruitment and selection.  Information collected will be accessed by authorized personnel only.  Unsuccessful applications will be retained for possible future job matching, and will be destroyed after six months.

More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Central
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
  • Permanent
Experience
  • 3 years - 8 years
Career Level
  • Non-management level
Education
  • Master's degree
  • Degree
Require to Travel
  • Travel frequently

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