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Financial product sales manager Follow up on company customers

Sunlife Todayplus·Insurance
HK$ *****
No degree required
No experience limit
HK work permit required
5 days per week, Hybrid

Send application message

Work benefits
Family-friendly Leave

Job Description
Financial product sales manager

Job Responsibilities

  • Responsible for planning and executing the marketing and sales strategy for wealth management products, achieving the company's set performance targets and meeting the customer's asset allocation needs.
  • In-depth analysis of customer financial situation, risk preference and investment objectives, providing professional, compliant and personalized wealth management solution advice.
  • Lead high net worth clients and corporate clients in relationship maintenance and deep development, building long-term trust and cooperation relationships.
  • Collaborate with internal teams (including investment advisors, compliance, risk management, and back-end operations) to ensure sales processes are compliant, products are smoothly listed, and customer service is efficient.
  • Regularly participate in industry seminars, regulatory policy learning and internal training, and continuously enhance our understanding and sales ability of local and cross-border wealth management products (such as funds, bonds, structured products, insurance-linked securities, etc.).

Work requirements

  • Having at least 2 years of financial industry sales experience, with at least 1 year focused on retail or private bank wealth management product sales, familiar with the local and international mainstream wealth management product structure and regulatory framework.
  • Have excellent communication, expression and persuasion skills, be able to clearly explain complex financial concepts, and demonstrate high professionalism and integrity based on customers.
  • Have the ability to independently develop customer resources and manage sales channels, and be proficient in using CRM systems to track sales progress, analyze customer behavior, and optimize conversion rates.
  • Proficient in Cantonese and English, able to write and communicate fluently; those with good Mandarin will be given priority.

Benefits

  • Competitive base salary, coupled with a bonus plan linked to individual and team performance, provides clear annual salary growth potential.
  • Provide a comprehensive medical insurance plan that covers outpatient, inpatient, dental and vision checks, and can be extended to qualified family members.
  • Support employees' work-life balance.
  • Provide continuous professional development support, certification exam allowance, internal advanced training, and leadership development courses.
  • Flexible work arrangements, including flexible commuting hours and remote work options for eligible employees, enhance work autonomy and efficiency.
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Languages
English
Cantonese
Mandarin
Skills
Business Finance
Wholesale Banking
Financial Engineering

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Una Ms
Sunlife Todayplus · he

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