Responsibilities:

• Provide financial planning solutions especially on saving, life and investment insurance protections to wealth management clients
• Responsible for the acquisition and relationship management of personal high net worth clients
• Provide a broad range of banking and investment products and assist clients in portfolio planning to meet their financial needs
• Provide updated financial market information, professional advice and quality services to clients
• Assist the Head of Private Wealth Management to develop and implement Bancassurance business
• Work closely and maintain a good relationship with other departments in the bank
• Fulfill annual sales targets

Requirements:

• Degree holder in Finance, Economic, Business or relevant disciplines preferred
• Minimum 5 years of Relationship Manager or Investment Advisor experience in private banking or mass affluent client sector, experience in the mainland Chinese market a definite advantage
• Holder of SFC Type 1 and Type 4 licenses
• Holder of IIQE Paper I and III licenses
• Good knowledge in wealth management products including a broad range of insurance products
• Self-initiative and a strong team player
• Good communication and interpersonal skills
• Fluent in Putonghua, English and Cantonese
• Proficient in MS Office applications
• Frequent travel to mainland China is required
• Those who have strong network in Mainland China is highly preferred
• Certified Private Wealth Professional (CPWP) certification is preferred

**Interested parties please send your FULL RESUME (in MS Word format) with availability, current and expected salary to Suzanne Choi (Click here) or you can call us at (852) 2520 0084/ Fax (852) 2850 4061 for more info.

For more Job opportunities please visit our career wonderland at http://www.levin.com.hk