• Build and recruit sales team
• Lead and coach sales team to grow the wealth management business and achieve company financial targets
• Provide timely and accurate prospects data to track and monitor activities for management reporting and sales forecasts
• Possess customer network and business channels to explore new business opportunities
• Work with Investment Strategies and Product Managers to provide professional advice and total wealth management product solutions to clients ensure the service excellence and customer retentions to uplift sales productivity
• Keep abreast of current market trends and advice on potential product development changes to meet the changing market environment
• Comply with internal procedures and reporting processes to meet management, corporate, regulatory, and statutory requirements
• Perform ad hoc assignments and projects if necessary

• University Degree or above
• At least 8 years working experience in sales team head position in financial services industry
• Holder of SFC and Insurance Authority License
• Energetic, self-disciplined with strong sense of responsibility, well-organized with detail-minded and can work independently
• Good communication skills with good command of both written and spoken in Cantonese, Mandarin and English

Founded in 1988, the KGI Group is a multi-faceted, pan-Asian financial services group that thrives on providing the highest standards of service to its clients. The KGI Group prides itself on utilizing unsurpassable integrity and professionalism, prudence in its judgments and reliance on the security of a well-resourced institution to provide this service to its clients.

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