Sales Manager, Mutual Fund Retail Sale
Principal Investment & Retirement Services Limited
- Company Industries：Insurance/Pension Funding
Job Information
- Post Date：2022-05-24
- Career Level：Middle
- Location：Kwun Tong
- Yr(s) of Exp：4 years
- Qualification：Degree
- Employment Type：Full Time, Permanent
- Job Function：Sales CS & Business Devpt Business Development Customer Service - Manager Channel /
- Benefits：Dental insurance, Double pay, Life insurance, Medical insurance, Performance bonus, Five-day work week
Job Description
The Sales Manager will be part of Mutual Fund Retail Sales team, you will develop new fund sales and maintain client services from retail distribution channels, including local and mainland distribution banks, IFA and insurance agencies in Hong Kong to meet sales goals and initiatives.
Other responsibilities include:
- Provide targeted product training/seminar/briefing to distribution partners & clients.
- Develop and maintain close client relationship with bank, brokers, IFAs, and other platform/alliance partners
- Collaborate with investment specialist team to provide team support in preparing retail sales deck, RFP/DDQ and training materials
The Sales Manager requires strong analytical and presentation skills. Responsible, communicative and client-focused attitude will be essential to maintain close client relationships.
Other key skills required for the role:
- University graduate or equivalent
- SFC licensed holder (Type 1)
- Minimum 4 years of experience in fund management or wealth management industry experiences, investment specialist experience from retail banks and insurance agencies with proven track records
- Ability to work independently and efficiently to meet deadlines with minimum supervision
- Fluent in spoken and written English and Chinese (both Cantonese and Mandarin)
- Proficient in MS PowerPoint will be an advantage
What We Offer
Principal offers employees a competitive package and a comprehensive range of benefits to help meet your needs now and in the future, including:
- 5-Day Work Week
- Year-end Payment
- Discretionary Bonus
- Birthday Leave
- Medical Plan
- Life Insurance
- Pension Scheme
- Employee Stock Purchase Plan
- And Growth Opportunities!
Company Info
Principal Financial Group® (Nasdaq: PFG) is a global financial company with over 18,000 employees^ passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we’re helping more than 50 million customers^ plan, insure, invest, and retire, while working to improve our planet, support the communities where we do business, and build a diverse, inclusive workforce.
In Hong Kong for over two decades, we’re a provider of investment and retirement solutions covering pension schemes & products as well as mutual funds. We combine our capabilities in global investment management, leading retirement and asset allocation expertise to provide people and companies the financial tools, resources and information they need to achieve greater financial security and live their best life. Our investment products are well recognized in the asset management industry for many years. We’ve been awarded “Good MPF Employer Award” for consecutive years by MPFA for our dedication and continuous effort in enhancing better retirement protection for employees. As a socially responsible employer, we’ve gained the “Caring Company” recognition for over 10 years to recognize our commitment in Caring for the Community, Employees and Environment.
If you are looking for a place where you are empowered to contribute and grow continuously, here is the opportunity - we are looking for high caliber talents to join our Hong Kong operation and grow with us. To find out more, please visit us at www.principal.com.hk
^ As of December 31, 2021| Position | Company | Location | Update |
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