Product Sales

Responsibilities:

Promote the Company’s business and expand our HNW client base

• Achieve business and sales targets, revenue growth by promoting products & services to existing HNW clients as well as new client acquisition
• Provide recommendations and investment ideas within the context of the client’s total portfolio and risk profile
• Manage after-sales process, including but not limited to performance monitoring & update on the recommendations and holdings
• Perform regulated activities and ensure full compliance with policies, standards, guidelines & procedures laid down by the Company and regulatory authorities
• Other ad hoc assignments as require

Key Requirements

• University degree in financial and relevant majors
• At least 3 years of experience in sales of hedge funds, mutual funds, alternative investment, structured products, securities trading and discretionary management
• Possess sound investment and financial knowledge and good understanding of financial markets and regulations
• Familiar with sales and marketing tools

• Client solutions-driven, self-motivated, target-driven, and a team player
• Excellent interpersonal skills and strong attention to detail and accuracy
• Proficiency in both English and Putonghua
• SFC Type 1, 4, and 9 regulated activities