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Manager, Wealth Management Operation (M / SM grade)

Manager, Wealth Management Operation (M / SM grade)

RandstadHong Kong
30 天前
职位描述

job details

about the job

  • You will oversee the sales operation functions within the distribution unit
  • You will be in charge of the sales management support team for daily new business & distributor support functions
  • You will participate in new sales initiatives to coordinate end-to-end processes across teams
  • You will lead the wealth management planning team in budget & sales performance management
  • You will handle sales analytics, sales tracking, sales effectiveness and reporting of sales performance
  • You will generate regular sales campaign evaluation / validation reports for Sales Management’s review
  • You will develop and review operational guidelines & procedures for the objective of meeting both regulatory and internal requirements
  • You will ensure smooth running of daily operations within all internal teams including resource allocation & deliverable management.

skills & experiences required

  • You are a Bachelor Degree Holder or above
  • You have 10 years of management experience in insurance companies or banks on sales support and office administration
  • You have strong experience in managing a cross-functional team for achievement of sales objectives and targets

    • about the job

  • You will oversee the sales operation functions within the distribution unit
  • You will be in charge of the sales management support team for daily new business & distributor support functions
  • You will participate in new sales initiatives to coordinate end-to-end processes across teams
  • You will lead the wealth management planning team in budget & sales performance management
  • You will handle sales analytics, sales tracking, sales effectiveness and reporting of sales performance
  • You will generate regular sales campaign evaluation / validation reports for Sales Management’s review
  • You will develop and review operational guidelines & procedures for the objective of meeting both regulatory and internal requirements
  • You will ensure smooth running of daily operations within all internal teams including resource allocation & deliverable management.

    • skills & experiences required

  • You are a Bachelor Degree Holder or above
  • You have 10 years of management experience in insurance companies or banks on sales support and office administration
  • You have strong experience in managing a cross-functional team for achievement of sales objectives and targets

    • key responsibilities

    Manager, Wealth Management Operation (M / SM grade)

    experience

    10 years

    skills

    Insurers, Brokers, IFAs, Wealth Management, Opeations

    qualifications

    You have 10 years of management experience in insurance companies or banks on sales support and office administration

    education

    Bachelor Degree

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    Manager Wealth Management • Hong Kong