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Location Auckland City, Auckland
Listed Fri 10 Aug, 11:11 am
Type Full time, Permanent
Reference 2708854C
  • Attractive remuneration package
  • Start ASAP
  • Excellent office location in Auckland CBD


A leading Asian foreign exchange and investment firm are seeking an experienced, self-motivated fund and wealth products sales professional.

As an Investment and Fund Sales Manager (Wealth Products and Services), you will provide quality advice and service to investment clients and meet sales and performance targets. You will work closely working with your existing and new clients.

This role is directly reporting to Executive Director of Global Markets.

Main responsibilities as a Fund Sales Manager (Wealth Products and Services):

  • provide outstanding customer service to new and existing clients
  • Create sales and marketing plans and programmes to promote Funds and Portfolio products and services
  • Achieve sales targets and performance KPIs
  • Conduct investment product seminars and marketing campaigns for existing and prospective clients as directed
  • Ensure all legal/compliance obligations are met when dealing with clients
  • Clients complaint handling

Requirements for this role:

  • Bachelor degree or above, preferably in Economics, Statistics or Finance discipline
  • Experience in fund products
  • Knowledge of Wealth Management
  • Self-motivated
  • Proven track record of business development and account management experiences are essential
  • High energy, target driven
  • Customer-oriented with good communication and presentation skills
  • Highly developed interpersonal skills, and ability to build relationships
  • Mature and be able to work independently and under pressure
  • Attention to details
  • Good team player with a good sense of urgency
  • AFA accreditation or in the process will be an advantage
  • Fluent in English and the ability to understand Mandarin

Interested?
Apply now with your CV and Cover Letter! For further information, please contact Antonia on 0277007604 for a confidential discussion today!

Applicants for this position should have NZ residency or a valid NZ work visa.
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