Responsible Officer, Team Lead Chubb Investment Management
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Description:
This role act as a licensed Responsible Officer and will supervise Type 1 and 4 activities for a wealth management platform in HK. The individual will support thebusiness development by providing regular market updates through coaching workshops and training and assisting SFC licensed representatives in meeting investment customers when necessary. He/she will supervise a group of SFC licensed representatives to ensure their sales activities achieve targets and are in compliance with internal and external rules and regulations.
Responsibilities & requirements:
Highly motivated self-starter able to proactively assume responsibility overseeing a distribution team.
Currently hold or eligible to hold a RO type 1 and type 4 license.
Oversee and manage a team of LRs in terms of dealing and advisory processes and ensure that all processes are in line with regulatory requirements. Review and maintain sales procedures.
Provide training and support to staff on sales and compliance-related issues and promote a strong culture of compliance and ethics.
Fluency in English Mandarin and Cantonese is required.
Qualifications
Education:
Bachelor / Masters Degree.
Minimum of 10 years of relevant experience in banking insurance and/or financial services with at least 2 years of supervisory experience
Wealth Management qualifications would be beneficial.
Required Experience:
Unclear Seniority
Key Skills
- Active Directory Administration
- Financial Services
- Benefits & Compensation
- Cosmetology
- Architecture
About Company
Chubb Life has been in Egypt since 2003. Chubb Life is the international life insurance division of Chubb - the world's largest publicly traded property and casualty insurance company by market capitalization.
