Responsibilities

• Formulate marketing and sales plan to achieve the strategic and financial objectives of the business
• Coordinate for the launch of new products and present investment products to prospective clients
• Prepare marketing materials and attend sales meetings
• Develop and maintain close relationship with clients, to monitor and review the investment portfolios periodically
• Provide market timely updates to meet clients’ interests, manage and fulfill clients’ requests in a professional manner
• Provide equity related sales services to clients, including researching products, advising on investments opportunities and facilitating trades
• Occasional travel is required
• Participate in ad hoc projects as assigned

 Requirements

• Degree holder with minimum 3 years of sales experience in finance industry
• Must be a holder of SFC (Type 9) Licenses
• Well versed with operating procedures and related regulation of securities, futures and asset management
• Fluent in spoken and written English and Chinese (Cantonese & Mandarin)
• Candidate with less experience will be considered as Sales Officer