分組主管–投資服務 Job in 銀行及保險 in 所有澳門特別行政區地區

分組主管–投資服務 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，將邁向90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。

分組主管–投資服務

誠信‧專業‧創富‧增值

Responsibilities

Manage clients' wealth investment portfolio by providing value-added advice and recommendation to support clients' financial ambitions
Identify and capture business opportunities and nurture long term relationships with both existing and prospective clients
Deliver end-to-end wealth management services, including needs assessments, solution recommendations, application fulfilment, and ongoing client support
Engage in joint servicing or meetings with clients in addressing their financial needs, and participate in client events as required
Establish effective working relationships with Relationship Managers to ensure a consistent, outstanding service experience for all clients
Provide coaching and training to Relationship Managers on investment services and managing investment portfolio of clients
Foster a positive, collaborative team culture by facilitating quality business referrals and sharing product knowledge
Maintain a high level of compliance guidelines and procedures and ensure sales activities comply with relevant legal and regulatory requirements and meet internal standards and procedures
Stay abreast of updated regulations, market trends, and product innovations provide clients with comprehensive and up-to-date financial solutions

Requirements

Bachelor degree in Business, Finance or a related discipline
8+ years of relevant experience with proven track record
Pass the HKSI Licensing Examination and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
Professional qualification as CFA or CFP is a plus
Good market sense and extensive knowledge on various investment products
Committed with sales character and demonstrated exceptional communication and presentation skill
Energetic and outgoing with enthusiasm in achieving business goals
Good command of both spoken and written English and Chinese, fluent Mandarin is required
Proficient in MS Office applications including PowerPoint presentation

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.