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Wealth Management - Sales Team Head/ Senior RM/ Sales Manager

Continental Growth Wealth Management Limited

  • Company Industries:Others

Job Information

  • Post Date:2018-04-27
  • Career Level:Senior
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Investment  Private Banking  Financial Services  

Job Description

About the Company:

Continental Growth Wealth Management Limited (CGWM) is the high-end private wealth management center of Fortune Fountain Capital Limited. Based in Hong Kong and facing clients all over the world, CGWM provides one-stop solutions covering financial and non-financial services. The client-centric business philosophy drives us to satisfy all-round clients' needs, and makes us the best partner helping them to achieve their wealth management goal in a long run. In financial area, the professional services provided by CGWM include insurance broker, legal advisory, tax consultancy, trust services, wealth management. In non-financial area, it includes immigration, overseas real estate, tailor-made travel, corporate jet and many other value-added services.

 Responsibilities:

  • Achieve business target on different financial and non-financial products.
  • Proactively build and maintain business relationship with ultra-high net-worth clients in Mainland China. & Hong Kong
  • Aim high: maximize new Total Asset Under Management (AUM) to the Company.
  • Fully understand the client’s needs and objectives on financial products, provide good services and introduce respective suitable products to meet their needs.
  • Assist the Team Head in implementing and executing strategic plans; and actively engage in business development activities.
  • Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.

 Requirements:

  • Preferably a Degree holder or equivalent.
  • Possess SFC and IIQE qualifications for marketing the Company’s products.
  •  2 years (Junior Manager) or above (Senior Manager/Team head) of relevant experiences in serving high net worth individual customers in retail bank, private bank, or other asset management companies.
  • Good interpersonal, problem solving and communication skills.
  • Good command of written and spoken English and Chinese (Mandarin is a MUST).
  • *** IANG graduates with 1-2 years working experience in financial services industry with extensive China networks will also be considered

 Application:

  • Interested parties please provide full resume with current and expected salaries together with availability
  • All information collected will be kept in strict confidence for a period of 24 months and will be used for recruitment purpose only
  • We regret only shortlisted candidates will be informed

Company Info

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