Financial Service Manager
4 weeks ago
Roles & Responsibilities
We are looking for a Financial Service Manager to join our growing organization. The Manager is expected to actively expand business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory bodies.
Job Description:
- To build strong sale team
- To build and preserve trusting bonds with our customers
- Establish and manage relationship with customers
- Provide quality services to clients, handling their needs and enquiries
- Manage the total wealth of our clients by matching our financial and investment product solutions to their needs
- Acquire, develop and maintain new clients
Job highlights
- Basic salary + incentive
- Opportunity to work with your clients to build up their financial portfolio with a wide range of products and services
- Cordial and professioinal work environment
Requirements
- Diploma/ Degree holder with at least 3 years of business development /sales/client acquisition experiences from wealth management nature
- Good sale record.
- Good knowledge in financial products
- CMFAS certification (M5, M8, M8A, M9, M9A & HI) will have added advantage
- Driven and self-motivated individual who has passion to excel in sales
- Good command of both Mandarin and English (to handle English and Mandarin speaking clients)
Wealth Management
Due Diligence
Valuation
Assurance
Wealth
Investment Management
Compliance
Financial Modelling
Bonds
Excel
Real Estate
Ability to Prioritize
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