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
Excellentmand of Cantonese, Mandarin and English
Job ID JN -052025-1982211
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Wealth Management • Hong Kong
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