Manager – Agent & Direct Sales, Business Development

This is a large financial institution that is key provider for asset servicing for investment funds and pensions. This is a sales role where you will serve various insurance companies and distribute pension products .

Robert Walters is a global, specialist professional recruitment consultancy.

Established in 1985 in London, the business has grown and so has our ambition. We now operate across 31 countries and employ over 4,000 people. It's a powerful success story built on the strength of our people. Organisations rely on us to find high-quality professionals for a range of specialist roles. Professionals who are looking for a new role, whether it's on a permanent, interim or contract basis, trust us to find them their ideal job.
Our core recruitment disciplines are:

· Accountancy & Finance
· Construction, Property & Engineering
· Financial Services
· Healthcare
· HR
· Legal & Compliance
· Sales & Marketing
· Secretarial & Business Support
· Supply Chain, Logistics & Procurement
· Tech & Transformation

For more information about Robert Walters Hong Kong, please visit www.robertwalters.com.hk

Responsibilities:

· Develop and build different distribution channels, including agent, direct and government sector by establishing and implementing business strategies to achieve the sales targets as assigned
· Deepen relationships with the agents by conducting regular meetings and trainings to them
· Participate in all kinds of events/seminar and identify potential clients. Making follow up calls/visits to make these cold leads to become warm or clients
· Perform and complete all stages of the sales flow independently, including prospecting, presenting, probing, penetrating and post-servicing
· Serve selected clients for their pension schemes in compliance with the service standards
· Handle enquiries and complaints from assigned channel and clients. Acquire a good understanding of client’s needs with a view to enhancing the product and operational capabilities
· Work collaboratively with other teams and departments to ensure a smooth take-on of new and existing clients
· Perform administrative duties related to the team’s initiatives and generate reports
· Take up tasks and projects as assigned from time to time

Requirement:

· Diploma holder or above; preferably university graduate in business discipline
· Minimum 4 years’ work experience in banking and financial industries; with MPF customer servicing experience
· Maintain Investment Representative License or having passed the related examinations as approved by SFC from time to time
· Passed MPF Intermediaries Examination
· Strong initiative, aggressive, good customer service and result-oriented
· Good understanding of MPF & ORSO an added advantage
· Proficiency in MS Office application
· Good command of spoken and written English and Chinese (including Putonghua)
· Candidates with less experience will be considered as Assistant Manager