Job/role highlights:

• Salaried position with existing client base + extra bonus

• Full exposure in High Net Worth business (insurance & investment)

• Happy and supportive team culture – team sharing on both knowledge and skills

• Fast tracking career development

Responsibilities

• Strengthen individual HNW business from existing clients by recommending a suitable wealth solution through a diversified platform of investment and insurance products 

• Keep abreast of company's latest products including private funds and bonds

• Achieve clients' financial goals by regularly reviewing their portfolios and providing valuable advices/analysis

• Execute full sales process with good sales planning/strategies

• Comply with full compliance with internal guidelines and external regulatory bodies

Requirements

• Minimum 3 years of experiences from investment/wealth management/insurance brokerage firms

• Degree holder with SFC Type 1 & 4 licenses and Insurance Authority license (IIQE Paper 1,3 & 5)

• Good communication skills in Chinese, especially Mandarin

• Good knowledge in both insurance and investment including equities, funds and bonds

• Proactive, sales-oriented with good relationship building and customer service skills

• Candidates with less experience will be considered as Relationship Manager role

• Candidates from 'Top Talent Pass Scheme' are welcome to apply

Good remuneration package will be provided to the right candidate. Please send a full resume with a HK contact number and salary expectation by clicking 'Apply Now'.

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