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Sales Director (PW), Private Wealth & Institutional Business

Salary undisclosed

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  • Focus on private wealth management segment, including high net worth and family offices. Form good understanding on the wealth management landscape and develop a good network within the segment
  • Develop and implement strategic initiatives to drive business growth, including but not limited to direct prospecting, referring channels and events
  • Develop in-depth understanding on moomoo's platforms, products and solutions, able to differentiate and match accordingly to Private Wealth clients' trading and investment needs
  • Initiate and drive internal improvements on platforms, products and solutions to better match the general needs of private wealth clients
  • Plan and work independently to achieve personal sales targets within a team setup, where you can leverage resources among your peers and other teams within the company.
  • Maintain good relationship with family offices and HNW clients, and establish long term client retention and partnerships


Requirements

  • At least 3 years of working experience in business development functions facing HNW clients or family offices, focusing on trading/investment products, platforms, or solutions
  • Have experiences dealing with private wealth clients on investment and asset allocation, ect. Being able to advise accordingly
  • Self-driven in sales function and able to manage the whole sales cycle independently.
  • Solid knowledge base in multi-assets, compulsory in equities trading. Able to pick up quickly on demonstrating trading/investment platform and solutions
  • Fast learner, effective communicator, and team player
  • Good command of Mandarin is a huge plus


Benefits

We offer a comprehensive and holistic work experience and package as follows:

  • Competitive compensation, including quarterly commission
  • Fun loving and diverse work environment
  • Fair working culture