Our client, a comprehensive financial services firm and is currently licensed under the Securities and Futures Commission of Hong Kong, is now looking for an experienced candidate to join them.

Responsibilities:

• Build & Drive sales teams for business development
• Develop and nurture relationships with High-Net-Worth clients
• Formulate, develop and execute total wealth plans and propositions of different types of investment and insurance products and services across client segments and channels
• Conduct and strengthen clients’ needs in wealth planning and portfolio management

Requirements:

• Bachelor's degree or equivalent
• Qualifications in IIQE 1,2,3 and HKSI 1,7,8
• Min 5 years’ frontline experience in customer servicing, with proven exposure in handling high net worth clients
• Strong knowledge of wealth management products
• Excellent command of English, Cantonese and Mandarin

For a confidential discussion about this role please contact Benny at 2185 6311

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.