企業客戶投資經理

We are looking for candidate with min. 8 years' work experience preferable in sales, marketing, business development or general management from a variety of industry sectors. Key requirements are the talented will be totally customer-driven, has a proactive approach, entrepreneurial spirit.

 - Lead and drive sales performance of financial team members to achieve overall sales targets assigned for investment products

- Maintain the existing clients and acquire new clients to solicit business opportunities and promote financial services

- The most appropriate product range and pricing and delivers high-quality customer service

- Identify customer needs through financial analysis and provide customized solutions on a comprehensive range of investment, wealth management products and trust & fiduciary services

- To analyses markets and opportunities to identify potential sources of competitive advantage. It also reviews performance against agreed plans, including our business transformation initiatives, and works with finance to develop sales strategies and business plans for management to optimize sales capacity and effectiveness

- To help clients to grow, manage and preserve their wealth, through services such as investment product. Our wealth teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, insurance, financing and MPF funds

- Conduct regular coaching, training and market / product briefing to financial team members to enhance their knowledge and selling skills

- Provide professional support and advice to financial team members through joint sales calls and regular portfolio reviews

We offer competitive salary package and career development opportunity.  Interested parties, please send your full resume to carmen.wong@aia.com.hk.

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