Responsibilities:

• Responsible in new account opening
• Manage relationship with the customers
• Acquire, develop and retain relationships with a portfolio of customers
• Help clients to articulate their needs, and deliver to exceed client expectations 
• Know clients on a personal and professional level to understand their short- and long-term financial goals
• Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
• Achieve agreed key performance indicator objectives and profit growth through the development of existing and new customers relationships
• Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners

Requirements:

• At least 1 year Insurance or Investment sales experience.
• Passed IIQE paper 1, 2, 3
• Strong knowledge for Investment, Global Market, Insurance product.
• Prefer in university degree or above.
• Fluent Chinese, English and Putonghua in Written and speaking.

Interested parties, please click on below button Apply Now. For a confidential discussion, please contact Andy Ho at (852) 2562 8611.