Wealth Management Sales

Responsibilities

• Strategic planning for business development
• Bring in new pool of clients and maintain good relationships with exisiting HNW clients
• Understand clients' needs in wealth planning and manage well their investment portfolios
• Familiar with different types of insurance and investment products across different channels and client segments

Requirements

• IIQE 1,2,3 and HKSI 1,7,8 holder
• Bachelor degree with at least 5-10 years' sales experience in financial institutions, particularly in securities/ brokerage firms
• Candidates has proven record in serving HNW clients (HK, China or TW) and extensive networks are highly preferred
• Strong knowledge of wealth management products
• Excellent interpersonal skill and leadership
• Sales driven with customer centric
• Excellent command of Cantonese, Mandarin and English