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Sales Team Head of Wealth Management (Insurance & Investment)

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Sales Team Head of Wealth Management (Insurance & Investment)

South China Financial Holdings Limited
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South China Financial Holdings Limited (“ SCFH ”) was established in 1988 and listed on the Main Board of the Stock Exchange of Hong Kong in July 1993. SCFH is the cornerstone of the SC Group's comprehensive financial services business and is currently licensed under the Securities and Futures Commission of Hong Kong to carry out Type 1, 2, 4, 6 and 9 regulated activities, providing a full range of financial services including traditional stock and futures trading, wealth management, investment banking services and asset management services. We are looking for a Sales Head of Wealth Management (Insurance & Investment) to join our team.

 

Responsibilities

  • Build & Drive sales teams for business development
  • Develop and nurture relationships with High-Net-Worth clients
  • Formulate, develop and execute total wealth plans and propositions of different types of investment and insurance products and services across client segments and channels
  • Conduct and strengthen clients’ needs in wealth planning and portfolio management

 

Requirements

  • Bachelor's degree or equivalent with qualifications in IIQE 1,2,3 and HKSI 1,7,8
  • At least 8 years’ frontline experience in customer servicing, with proven exposure in handling high net worth clients
  • Strong knowledge of wealth management products
  • Excellent customer service skill and mindset
  • Excellent command of English, Cantonese and Mandarin
  • Candidate with business network in GBA is an advantage
  • Can apply working visa if necessary

 

We provide attractive remuneration package and prosperous career development to the right candidate. 

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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
Experience
  • 8 years - 10 years
Education
  • Degree

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