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Job ref no.: RD_0518_CT231
Delta Asia Financial Group

Recruitment Day (21 May 2018) - Manager - Investment & Financial Services / Account Executive

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
  • … + 3 more

Recruitment Day (Walk-in interview)

Join us and sharpen your future!

Date:  21 May 2018 (Monday)
Time: 10:00 – 17:00
Venue: 5th Floor, Luk Kwok Centre, 72 Gloucester Road, Wan Chai (Wan Chai MTR station, Exit A1)
Registration:

  • By email to [our mailbox through CTgoodjobs Apply Now ]
  • By phone to Ms. Ivy Tse at 25330740
  • By walk-in


District Manager – Investment & Financial Services

We offer structured training program on a wide range of investment products to equip the high-calibre talent as all-rounded financial professionals

Responsibilities

  • Develop and manage the professional sales team in achieving team sales target
  • Plan and implement market strategies and promotion programs to acquire new clients and improve clients engagement
  • 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
  • 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
  • At least 4 years of relevant experience with team management and supervisory experience
  • Well-equipped direct team with minimum 2 insurance agents
  • 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)

Candidate with more experience will be considered as Senior District Manager

 

Manager / Deputy Manager – Investment & Financial Services

We offer structured training program on a wide range of investment products to equip the high-calibre talent as all-rounded financial professionals

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
  • 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 2 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)

Fresh graduates/ IANG holders will be considered as Deputy Manager

 

股 票 / 期 貨 經 紀 Account Executives

職責

• 開拓本地、國內、海外目標客戶群
• 與客戶建立良好關係,開拓客戶群組
• 提供投資建議並協助客戶進行買賣交易

任職條件

  • 中五或以上程度
  • 具銷售經驗及固定客戶群者優先
  • 通過保險中介人資格考試 (IIQE)
  • 持有證監會發出RA1或RA2代表牌照或考獲證券及期貨從業員資格考試 (包括:卷一、卷七、卷八)

 

 

To learn more: http://www.delta-asia.com

Candidates who are not available to join the recruitment day, please send a full resume indicating your availability, current and expected salary to [via CTgoodjobs Apply Now ]

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

More job information
Job ref no. RD_0518_CT231 (CT3115569-01#0011)
Salary
  • N/A
Job Function
Industry
Location
  • Wanchai
Employment Term
  • Freelance
  • Full-time
Experience
  • 2 years - 5 years
Career Level
  • Non-management level
Education
  • Asso. Deg or High Dip
  • Degree