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Head of Sales

Hong Kong
Job Type
8 Sep 2022

The ideal candidate will be responsible for cross-functional collaboration to manage and direct all aspects of CFSG business, including:

  • creating sales opportunities to achieve business goals/KPIs and collaborating with cross-divisional sales team and product-specialists to identify additional revenue streams;
  • orchestrating all aspects of sales strategy for CFSG, including developing strategic business plans that expand the customer base and ensure CFSG maintains a strong presence in the industry;
  • proposing new initiatives to attract prospects and convert leads and experimenting with new methods to capture current demand in the market
  • identifying, developing & optimizing growth channels to drive revenue growth
  • designing a performance-driven incentive scheme/structure to encourage, inspire and reward salespeople for their achievements effectively;
  • providing cross-asset advisory services catering to the investment and wealth management needs of individuals, corporate, and/or high net worth clients;
  • assisting corporate clients to develop businesses through capital markets and participating in corporate finance transactions (i.e. capital raising, ECM / equity capital market, pre-IPO, share placement, rights issue);
  • formulating sales and marketing plans and leading strategic implementation of activities that drives conversions, enhances the company s brand, enriches personalized experience for customers, promotes service quality, customer loyalty, satisfaction, and engagement;
  • promoting and reinforcing our tech-driven trading services and platform, e.g. Alpha i trading application in order to generate sales lead & acquire new clients;
  • devising, implementing and executing initiatives and sales strategies to grow our brand's market share & customer base;
  • taking the role as an internal consultant on commercial terms & fees, technology, and business trends in the industry;
  • networking with other stakeholders in the industry (i.e. broker-dealers, investment banks, audit firms, corporate finance lawyers)
  • handling other projects assigned by top management

Job Requirements

  • University degree or equivalent- qualifications in IIQE/HKSI/MPF/CFP/CM will be preferred;
  • Proven track record in growing customer portfolio, driving sales, meeting and exceeding targets;
  • Sound knowledge and solid experience in distributing financial products and services, including but not limited to full-fledged investment and insurance products;
  • Hands-on experience with marketing, client acquisition and business development;
  • Knowledge and experience in corporate banking products and services will be a plus;
  • Ability to team up with cross-divisional specialists in facilitating potential cross-selling/upselling opportunities
  • Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace;
  • proactive, mature, independent, customer-focused, result-oriented with problem-solving attitude;
  • Excellent communication and negotiation skills;
  • Ability to travel abroad for business development will be a definite advantage.
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  • Job Reference: 707120039-2
  • Date Posted: 8 September 2022
  • Recruiter: CASH Financial Services Group Limited
  • Location: Hong Kong
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent