Sales Manager

You attract high-net-worth clients and sell investment products and advisory services across asset classes, focusing on private equity, fixed income, and structured products. You design customized investment solutions, advise clients, review portfolios and risk levels, maintain long-term relationships, and coordinate with Compliance on KYC and due diligence procedures.

Responsibilities

  • Attract high-net-worth clients
  • Sell investment products and advisory services across all asset classes
  • Design customized investment solutions
  • Advise high-net-worth clients
  • Conduct regular reviews of client portfolios
  • Ensure actual portfolio risk aligns with planned risk
  • Develop and maintain long-term client relationships
  • Liaise with the Compliance department on KYC and due diligence procedures

Requirements

  • Work experience in the financial sector in a relevant position
  • Deep understanding of investment products
  • Understanding of financial markets
  • Understanding of economic trends
  • Experience working with private clients
  • Successful sales experience
  • At least an intermediate level of English
  • Relevant higher education is an advantage

Benefits

  • High bonus component
  • Compensation for mobile communication

See also

要針對這個職缺調整履歷嗎?

目前無法檢查您與這個職缺的符合程度;請先將履歷加入個人檔案,下次即可查看。

A new version of freehire is available