Our clients are leading and high net worth financial institutions and listed corporation in Hong Kong. Due to upcoming expansion, they are currently seeking for a high caliber individual to participate their ambitious team. Our Client is a Licences Corporation with SFC Type 1, 2, 4, 5, 6, 9, they are inviting ambitious, enthusiastic talents to grow together with them.
Job description:
- Generate an exclusive group of HNW clients and identify potential business through an established/diversified platform of financial products and insurance plans
- Keep abreast of both HK and China markets/financial products to fulfill clients’ wealth aims
- Execute full sales process with beneficial sales planning/strategies
- Maintain close interaction with clients and conduct professional portfolio reviews
- Comply with full compliance with internal guidelines and external regulatory bodies
Requirements:
- At least 2-3 years experiences from wealth management, Private bank and investment bank
- Degree holder in Finance-related disciplines
- Qualifer HKSI Paper 1, 7, 8 and IIQE Paper 1, 3, 5
- Knowledgable in both insurance and investment including equities, funds and bonds
- Proactive, sales-oriented with good relationship building and customer service skills
- Good communication skills in Mandarin and English
