Vice President, Wealth Management ( Sales Management ) | Large Brokerage Firm Vice President, Wealth Management ( Sales  …

Osmium Consulting Group
in Hong Kong
Permanent, Full time
Last application, 02 Dec 21
Competitive
Osmium Consulting Group
in Hong Kong
Permanent, Full time
Last application, 02 Dec 21
Competitive
NO personal target; focusing in Sales Management and Coaching. Large & Fast-growing platform

Responsibilities

  • Assist management of Wealth Management and Branch departments to drive Insurance sales
  • Familiarize with all Insurance ( ILAS and Life Insurance ) and MPF products and related sales process and be aware of any information update from time to time
  • Work with Product Development and Sales Training teams closely to obtain latest product and regulatory update and align sales direction with the Company’s overall business strategy
  • Assist frontline staff to familiarize with all product related information, sales process and regulatory requirement on selling Insurance business from time to time
  • Assist frontline staff to enhance Insurance product selling and objection handling skills, and to accompany frontline staff to attend client meetings when required
  • Work closely with Sales support teams of Wealth Management and Branch departments to ensure the sales procedures are comply with internal control procedures and regulatory requirements
  • Provide sales update to Management on a regular basis

Requirements

  • Degree holder, preferably in Business or Economics
  • 5 to 8 years’ related sales experience ( mainly in Insurance business ), with sales experience in other investment products ( e.g. Mutual Funds, Structured Products, etc. ) will be an advantage
  • A good team player with leadership and influential skills
  • Result-oriented, responsible, flexible and a fast learner
  • Sound knowledge in Insurance and MPF products. Knowledge in other investment products ( e.g. Mutual Funds, Structured Products, etc ) will be a plus
  • Knowledge in using financial information systems such as Bloomberg and MorningStar
  • Good command of both written and spoken English and Chinese. Proficiency in Putonghua is a must
Osmium Consulting Group logo
More Jobs Like This
See more jobs
Close