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Job ref no.: PRM_0706_CT251
Delta Asia Financial Group

Principal Manager V Investment & Financial Services

Delta Asia Financial Group

Company Profile
Benefits
  • 5-day week
  • Compassionate leave
  • Competitive pay
  • Education subsidies
  • Family medical plan
  • Marriage leave
  • Medical plan
  • Special / extra leave
  • Examination leave
  • K + 3 more

Delta Asia is committed to build up long-term relationship with our staff and clients. We seek to attract high-calibre talent to provide sound investment advices and quality services to our clients by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

We offer special bonus to new joiner.


Responsibilities

  • Acquire and build good relationship with existing and new target customers
  • Provide a wide spectrum of financial advices and solutions to customers and identify up-selling and cross-selling opportunities:-
    • Insurance Protection
    • Securities Investment
    • Wealth Management
  • Engage in end-to-end financial service which includes customer needs identification, solution recommendations, application fulfillment and after-sales services
  • Participate in promotion programs to acquire new clients and improve clients engagement
  • Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines

Requirements

  • University graduate in business administration, economics, finance or related discipline preferred
  • Minimum 6 years of relevant experience with proven track record
  • Pass IIQE (Paper 1,2,3,5) and fulfill the competency requirements to carry out insurance sales activities as defined by Insurance Authority (IA); or
  • Pass HKSI Licensing Examination and fulfill the competency requirements to carry out regulated activities as defined under Securities and Futures Commission (SFC)
  • CFP / CFA qualification preferred but not essential
  • Good market sense and strong knowledge on insurance or investment products
  • Energetic and outgoing with enthusiasm in achieving goals
  • Excellent communication, interpersonal and relationship building skills
  • Good command of spoken and written English, Cantonese and Mandarin

Candidate with less experience will be considered as Senior Manager

 

What we offer

  • Special Bonus for New Joiner
  • 5-day work
  • 12-20 days annual leave
  • Attractive basic salary with competitive commission scheme
  • Structured training program on a wide range of investment products to equip the high-calibre talent as all-rounded financial professionals
  • Comprehensive products platform for up-selling and cross-selling

Application

We offer competitive remuneration package to the right candidate. Interested parties please email your full resume with availability, current and expected salary to [via CTgoodjobs Apply Now ] quoting the reference number in the subject line.


All information provided will be treated in strict confidence and only be used for recruitment purpose.


Website: www.delta-asia.com

More job information
Job ref no. PRM_0706_CT251 (CT3115569-01#0032)
Salary
  • N/A
Job Function
Industry
Location
  • Wanchai
Employment Term
  • Permanent
  • Full-time
Experience
  • 6 years - 10 years
Career Level
  • Non-management level
Education
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree