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Wealth Management Sales

Wealth Management Sales

Morgan McKinleyHong Kong
23 days ago
Job description

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
  • Excellentmand of Cantonese, Mandarin and English

    • Job ID JN -052025-1982211

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    Wealth Management • Hong Kong