Responsibilities:

• To explore new business opportunities with local and PRC clients

• To identify customers’ financial needs and provide comprehensive and tailor-made financial planning analysis, advice and solution
• To provide regular financial reviews and after-sales follow-up services to clients

• To build a team to organize business developmentevents, such as investment seminars and other customer relationship building & selling activities
• To strengthen and maintain customer relationship through the execution of proactive relationship building & selling activities

Requirements:

• Relevant financial services working experience is a must
• Holder of IIQE qualification and SFC License is preferred
• Excellent interpersonal & communication skills
• Demonstrate high level of team leadership and coaching skills
• Willing to take challenge, dynamic and self-motivated 
• Fluent in English, Cantonese, preferably proficient in Putonghua as well

Benefits:

• Flexible working hours
• Competitive packages will be offered to the right candidate
• Excellent career path development and room to create your own business environment