Job Descriptions:
 

• Able to achieve monthly sales target by formulating sales planning and strategies.
• Provide wealth management solutions including portfolio management and trust planning
• Handle all client’s account services enquiries in related to both investment and insurance
• Maintain trustful relationship with both prospective and existing clients in particular High-Net-Worth clients
• Able to achieve monthly sales target by formulating sales planning and strategies.
• Wiling to travel in the GBA areas

Job Requirements:
 

• Higher Diploma or above, with minimum 2 years or above experience in sales or customer services
• Proficiency in both English and Chinese (Mandarin is an advantage) 
• Holder of SFC licenses RA1 & 2 (with IA license is an advantage) is preferred but not essential
• Able to work under pressure and independently with outstanding spirit of team work
• Immediate available is an advantage
• Knowledge in trust planning and Family office definitely an advantage
• Candidates with less experience will be considered as Associate
• IANG/ is also welcome

Company Benefits:
 

• Monthly Salary plus commission
• 5-day work week
• Bank Holidays
• Paid sick leave, marriage leave, paternity leave…etc
• Group Medical insurance
• Group Life insurance

We provide attractive remuneration package and prosperous career development to the right candidate.   Interested parties please send your resume, current and expected salary.

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