Job responsibilities:
- Build and deepen strong business partnerships with assigned intermediaries (mainly in the retail platform like retail banks, international life companies, IFAs) and construct a long term business plan
- Communicate proactively with all levels of clients (including gatekeepers, investment consultants, relationship managers) from various intermediaries and explore sales and other promotional activities
- Maintain the highest standards in business ethics and comply with internal guidelines.
- Understand and analyze industry development and translate into business opportunity
- Prepare business report and handle business agreement related issues
- Work effectively with different internal parties and able to present on the team’s behalf
- Be a team player to achieve overall business objectives, i.e. sales targets and other KPIs
Required qualifications, capabilities, and skills:
- University graduate in Business, Finance and/or related discipline with a minimum of 5 years of experience in financial industry
- Good team player whilst able to work independently
- Strive for excellence; able to work under strong pressure
- Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (especially fund)
- Spoken and written fluency in Chinese and English
- Strong interpersonal and presentation skills
- Obtain local regulatory license, i.e. SITCA Sales, or Senior Security Sales
Preferred qualifications, capabilities, and skills:
- Experience in insurance product
- Professional qualifications such as CFA