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Open nowFirst seen 5 days ago

Head of Sales & Distribution

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Hong Kong, Hong Kong SAR, Hong Kong
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Your applicationOpen nowHead of Sales & DistributionBegin your journey · Hong Kong, Hong Kong SAR, Hong Kong
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  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

A financial conglomerate offering a full range of integrated services, including banking, securities investment, insurance consultancy and wealth management.

Location

Hong Kong

Responsibilities

  • Drive branch network, Wealth Management Center and other distribution channels for sales activities of wealth management products to achieve sales targets of the Bank.
  • Develop and drive sales strategies of wealth management products focusing on Investment & Insurance (I&I) to achieve sales growth of the Bank.
  • Develop and execute a strategic roadmap to expand market presence in Macau and maximize synergies between Hong Kong and Macau Office.
  • Collaborate with cross-functional teams across HK and Macau to develop and execute effective product launch plans and maximize market penetration and revenue generation.
  • Manage the entire product life cycle, including market research, product selection, due diligence, channel management, product launching, and maintenance for wealth management products.
  • Streamline selling processes and channel operations to enhance sales effectiveness and strengthen customer experience.
  • Provide professional advisory, training, and coaching to the sales team for equipping professional sales experts on I&I products.
  • Motivate and manage sales teams to ensure effective and timely communication of business and product updates, fostering a high-performance culture and ensuring alignment with the sales strategy.
  • Stay updated on market practice and industry developments to maintain competitiveness in product offerings and customer experience.
  • Prepare sales management reports, including sales pipelines and sales tracking and conduct business analysis for management review.
  • Participate in the development and implementation of compliance, systems, and procedures initiatives for investment advisory functions.

Requirements

  • Bachelor Degree in Finance/Banking/Management or a related discipline.
  • 10+ years of relevant experience in handling I&I products sales and services.
  • Possesses professional licensing qualifications as required by local regulatory bodies.
  • Strong knowledge of a wide range of wealth management products, with expertise in customer portfolio management and related selling.
  • Demonstrates a strategic mindset, good business sense and a strong commitment to sales.
  • Excellent interpersonal and communication skills, capable of leading a sales team and collaborating effectively as a team player.
  • Fluent in written and verbal English and Cantonese, with a communicative level of Mandarin.
  • Ability to adapt to a fast-paced, dynamic environment and stay updated with industry trends and regulatory changes.
  • Frequent travel to Macau is required.
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