Responsibilities:

• Lead and drive sales performance of frontline sales to achieve overall sales targets assigned for investment products;
• Develop sales strategies and business plans for cluster branches with District Head and Branch Managers to optimize sales capacity and effectiveness;
• Conduct regular coaching, training and market / product briefing to sales staff to enhance their knowledge and selling skills;
• Develop investment research and sales materials/ scripts for sales staff to enhance their professionalism and sales efficiency;
• Provide professional support and advice to both sales staff and customers through joint sales calls and regular portfolio reviews;
• Provide regular and timely feedback to product team on customer acceptability on new investment products, services and sales issues;
• Participate in product development and process improvement projects and initiatives as assigned;
• Improve control and compliance quality on investment selling; assist branch to investigate and handle investment complaints.

Requirements:  

• University degree in Economics, Finance or a related discipline, preferably with professional qualifications such as CFA, CFP or CFMP
• Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
• Minimum of 5-7 years' experience in sales and marketing, with good knowledge of investment products
• Good communication, interpersonal and analytical skills
• Strong self-motivation and ability to work under pressure
• Proficiency in both English and Chinese

Interested parties, please send your full resume to anthony.lau@zebra.com.hk for interview

All personal data collected will be kept in strict confidence and would only be used for recruitment purpose

To find out more about Zebra, visit us at www.zebra.com.hk. 

ZEBRA™ Strategic Holdings Limited is a performance-based holistic Human Capital Solutions provider that services Corporate Clients across Asia Pacific region.

With more than a decade of solid experience, ZEBRA™ successfully listed on the GEM board of the Hong Kong Stock Exchange in the year of 2013.

Our client, a leading institution is currently seeking for a high-caliber candidate to join their team.