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Sales and Business Development Manager – Trust Services and Wealth Management

Gaoyu Securities Limited

  • Company Industries:Others

Job Information

  • Post Date:2024-10-04
  • Location:Central and Western District
  • Salary:$45,000 – $60,000 per month
  • Employment Type:Full time
  • Others:Salary up to 65,000
    15+ days annual leave
    Group medical
  • Job Function:New  Business  Development  

Job Description

Job Responsibilities:

  • Responsible for the expansion and specific implementation of family trust business, set the annual business targets and lead the team to achieve business targets.
  • Explore and develop long-term financial relationships with customers and channels; provide efficient and high-quality services to customers with a professional manner.
  • Promote wide range of financial products and trust services to customers and channels, and solicit new business opportunities to achieve the business goals.
  • Demonstrate broad knowledge of the trust industry; has up-to-date knowledge of industry practices and processes and keep abreast of trends and developments.
  • Participate in the development of internal risk control systems and supervise their implementation, effectively monitoring risks during business operations.
  • Prepare full set of trust related documents including trust deed, letter of wish, trustee resolutions and other statutory documentations.

Requirements:

  • Familiar with relevant policies and regulations in the trust industry, familiar with the business and management of trust companies;
  • Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage; proven track record in marketing and selling financial products.
  • Sound knowledge and solid experiences in family trust and investment services.
  • High level of customer centricity mindset and ability to manage complex interactions effectively; highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term relationships among personal and corporate customers.
  • Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace.
  • Strong sales and customer orientation, with good communication and interpersonal skills.
  • Proactive, strong self-motivation, customer-focused, pleasant and ability to work under pressure.
  • Good command of both verbal and written English and Chinese, Putonghua a definite plus.

Company Info

Gaoyu Securities Limited

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