Team Head – Wealth Management Job in 銀行及保險 in 所有澳門特別行政區地區 - Job Description
職位內容

 

  • 公司名稱: 滙業銀行 BANCO DELTA ASIA, S.A


  • 滙業銀行(前身為澳門恆生銀行)於1935年在澳門成立,是滙業財經集團的旗艦公司,迄今已超過88年歷史。時至今日,滙業銀行已發展成為現代化綜合金融機構,以投資銀行及私人銀行業務為重心,配合商業銀行和全面的產險及壽險業務,為澳門社區及中小企業提供專業的銀行服務。

    滙業財經集團亦在香港設立公司,專營證券買賣、財富管理及保險銷售,更在廣州設有諮詢公司,致力為中、港、澳的企業及個人客戶,提供各項優質的金融服務。

    滙業銀行秉承「以人為本」的經營理念,視每位員工為重要資產,竭力推廣關愛員工文化,我們為員工提供具活力的工作環境,良好的職途發展機會,全面性的專業訓練,以及具競爭力的薪酬及福利計劃。

Team Head – Wealth Management

誠信‧專業‧創富‧增值

 Responsibilities
  • Provide premium wealth management services to customers including investment, life insurance, medical plan solutions, trust services and international properties, etc.
  • Lead the sales team, setting goals and providing guidance and support
  • Implement sales strategies to drive revenue and achieve sales targets
  • Provide on-the-job coaching for subordinates and support them to handle day-to-day operations and customer interfaces to ensure our quality services standard
  • Participate in wealth management products development to enrich the service platform
  • Perform regular training and guidance to team members
  • Provide wealth management planning initiatives with products and solutions across the company
  • Comply with regulatory requirements and group policies
  • Explore new market and business opportunities of wealth management products and solutions, participate in business planning and development
  • Provide professional advice and risk management solutions to clients
  • Establish and maintain good relationship with our business partners, design and negotiate cost-effective solutions to cater for our wealth planning / wealth management clients’ needs
 
Requirements
  • Bachelor’s degree in Business or related disciplines
  • Minimum of 10 years’ relevant experience in Banking and Wealth Management with solid leadership role
  • Resourceful with strong client network in Macau
  • Familiar with the Wealth Management products related laws, rules and regulations
  • Strong leadership capability and management skill
  • Excellent communication and presentation skills with good command of both spoken and written English, Cantonese and Mandarin


We offer competitive remuneration and fringe benefits to the right candidate. Interested parties, please email your full resume with availability, current and expected salary to bdajob@delta-asia.com

Our company website: www.delta-asia.com

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

  • 職位要求

  • 高級管理層 
  • 所有澳門特別行政區地區, 澳門特別行政區 
  • 學士學位 
  • 銀行及金融服務業 
  • 銀行及保險 (銀行) 
    銀行及保險 (保險) 
    銀行及保險 (其他金融服務) 
  • 23/04/2024 

 

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