Ref: ICFPRM/WMB/230117DB/112371

Responsibilities

• Serve clients and offer financial planning / solutions to cater for their financial needs
• Understand the financial market, solicit and develop business from potential prospects / clients
• Expand client base through prospecting and increase existing clients’ portfolio through cross-selling of products within our wide product platform
• Maintain good relationship with clients and conduct regular financial reviews to ensure customer satisfaction and retention of business
• Be familiar with regulatory requirements, and to ensure full compliance with internal and external requirements on relevant regulated activities

Requirements

• Tertiary or university-level education in any discipline, preferably in Finance, Business Administration or Economics
• Solid sales experience from financial institutions, providing professional advice to clients, ideally with experience working in a Wealth Management environment
• Strong self-motivation, proactive and sales-oriented
• Good level of verbal English and Cantonese, with Putonghua an advantage

Our offer includes

• A broad range of financial products and services (such as Insurance, MPF, Mutual Funds, Securities, etc.)
• Attractive commission scheme and sales incentive program
• Comprehensive training program and professional research support
• Excellent opportunities for career development (including building your own team)

Candidates with good individual professional profiles will be considered as Vice President / Assistant Vice President / Senior Investment Consultant.

Interested parties please apply by sending personal details via clicking "Apply Now".

For more information about our company, please visit www.shkf.com

All applications will be treated in the strictest confidence. Personal data provided will be used for recruitment / engagement purposes only. We do not assume any risks of disclosure of personal information prior to receipt of applications. Under the Personal Data (Privacy) Ordinance, you may request access to, and / or correction of your personal data in relation to your application. If you wish to do so, please email to us.

At Sun Hung Kai Financial, we serve with professional integrity. More than a claim, this describes the way we do business. We are committed to being a world-class financial services provider and delivering superior solutions to our clients. Our people act effectively in the global investment landscape to make this possible. Renowned as one of the leading financial institutions in Hong Kong, Sun Hung Kai Financial Limited (“SHKFL”) has been established with a solid foundation and history of excellence since 1969. Through its two core businesses, Wealth Management and Brokerage, and Capital Markets, the company has an extensive network of branches and offices in Hong Kong, Macau and Mainland China, which offer customised wealth management and investment solutions for retail, corporate and institutional clients. Backed by Shanghai-listed Everbright Securities Company Limited (SSE: 601788) and Hong Kong-listed Sun Hung Kai & Co. Limited (SEHK: 86), we have the pedigree to deliver a steady return on equity, while remaining profitable.

Now an exciting opportunity has arisen for a high-calibre professional to join our dynamic team for a rewarding career: