Manager, Central Strategic Unit
Laichikok, Kowloon

Manager, Central Strategic Unit

Company : Corporation / Salary : $Negotiable

Requirements :

  • University graduate
  • Minimum 5 to 7 years of experience in financial services industry, of which 2 - 3 years should be at management level
  • Holder of MPFA, Insurance and / or SFC licenses would be an advantage
  • Strong sense of responsibility and able to work independently
  • Proactive and detail oriented
  • Strong interpersonal & communication skills including spoken & written English and Chinese, Mandarin is a plus
  • Proficient in MS Office applications including Excel, Word and PowerPoint
  • Duties :

  • Provide training, coaching and guidance support to the new joiners and existing advisors to improve performance and effectiveness of the team
  • Develop and implement strategies to formulate a new membership club, coordinate programs for membership growth and manage the operations of the club
  • Sustain the core culture and deliver a high standard of holistic financial planning services to our clients
  • Establish and maintain close business relationships with corporate clients and create cross-selling opportunities
  • Solicit proprietary product and develop alternate distribution channel
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