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Discretionary Portfolio Sales Head - Well Regarded Financial Services FirmKelly Services Hong Kong Limited
Discretionary Portfolio Sales Head - Well Regarded Financial Services FirmKelly Services Hong Kong Limited

Job Highlights

  • Opportunity to lead and build your own sales team
  • Engaged senior management team
  • Formula-based performance bonus

Job Description


Kelly’s Snapshot  
Discretionary Portfolio Sales is becoming an increasingly important proposition for wealthy clients. You will have an opportunity to the lead the efforts of this expanding market for this well regarded financial services firm.
Company Profile
Our client is a well-regarded independent financial services firm. They have a great brand among their clients with a unique selling angle and have been doing fantastic in growing their business. They cover all traditional wealth management products in addition to a very popular discretionary portfolio management model has been a success for the business.
Exciting new role for you
This role will put you in the driver’s seat and direct the business’ sales effort the direction you like. Your relationship with the senior management will be different compared to the peers – a lot of emphasize put on communications and having the best ideas trump. If you are looking at running your team on providing sales of discretionary portfolio services, this will be a role for you.
  • You will need to have at least 10+ years of relevant wealth management or retail banking experience
  • You will need to have a proven track record of profitability through managing a sales team and/or business unit
  • Strong problem-solving abilities and quick on their feet, working as part of the senior management team to execute strategies.
  • You will need to have a strong command of English, Cantonese and Mandarin
The firm offers a fantastic formula-based performance bonus that is very attractive comparative to the market. If you are hungry and proactive, this role will be fantastic to showcase your capabilities and have the knowledge to know exactly how much you can bring home on the back of your performance.
Action Now
Please send your profile to Jonathan Shiu via direct apply to jobsDB and call +852 2281 0036 for a confidential discussion about this role and other exciting opportunities.

Additional Information

Career Level
Not Specified
Years of Experience
Not Specified
Employment Type
Full Time

Company Overview

Kelly Services, Inc. (NASDAQ: KELYA, KELYB) is a leader in providing workforce solutions. Kelly® offers a comprehensive array of outsourcing and consulting services as well as world-class staffing on a temporary, contract and permanent basis. Serving clients around the globe, Kelly provides employment to more than 540,000 employees annually.

With our Kelly 360° talent solution, comprising recruitment, consultancy, and outsourcing, Kelly Services Hong Kong is dedicated to making it easy for our clients to build a motivated workforce—while measurably enhancing its company brand. Our specializations include Banking and Finance, Insurance, Information Technology, Retail, Commerce (Finance and HR), Industrial and Manufacturing, Healthcare and Life Sciences, and Telecommunications.

Employment Agency Licence No. 59857


Additional Company Information

Benefits & Others
Dental insurance, Five-day work week, Gratuity, Life insurance, Medical insurance, Performance bonus

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