• Responsible for leading teams of account executive (“AE”) for generating business incomes (commissions, fees, and interest) pertaining to sales activities under the Wealth Management and Brokerage Division
• To expand the AE force by devising recruitment and retention strategies and providing sales trainings to AEs;
• To ensure a team of highly productive AEs by regularly providing to them product and sales trainings and by managing sales performance results; 
• To enhance effectiveness of various sales activities by employing suitable marketing campaigns / activities to maximize sales leads and to improve awareness level of new products within and outside of the Company;
• To maximize sales outcomes of Company’s referrals by devising the scheme for distributing referrals within the company and by regularly monitoring performance of account executives (agents) having received such leads; 
• To ensure compliance with all applicable laws, codes of conducts, and adherence to internal procedures of the Company by designing sales processes in consultation with all relevant internal departments, documenting them, and ensuring AEs’ adherence to them; 
• To ensure highly efficient sales support teams by regularly reviewing their structures, their work emphases and division of responsibilities; 
• To ensure excellent customer experience by regularly reviewing all customer interfacing procedures and making recommendations to improve them' 
• To minimize the company’s exposures to various risks by improving the compliance mindset of all team members and the control procedures within the sales department(s);
• To deliver respective sales targets and achieve Profit & Loss and budgets; 
• To ensure the efficient and cost effective operations of the sales teams with emphases on sales quality and integrity; 
• To identify and train up staff to take up more important responsibilities.

Qualifications: 

• University degree holder, preferably in Finance or Business Administration 
• Holder of SFC licensed & regulated activities plus any other licenses for conducting relevant regulated businesses.

ZEBRA™ Strategic Holdings Limited is a performance-based holistic Human Capital Solutions provider that services Corporate Clients across Asia Pacific region.

With more than a decade of solid experience, ZEBRA™ successfully listed on the GEM board of the Hong Kong Stock Exchange in the year of 2013.

Our client, a leading institution is currently seeking for a high-caliber candidate to join their team.