Job Description

Job Highlights

•    Promote full range of wealth management products
•    Seize the future through professional wealth planning to help people achieve their personal goals
•    Solicit new businesses and long-term relationship
•    Tailor-made, well-structured and comprehensive training program
•    Coaching and mentoring by a team of experienced and well respected mentor

Our wealth management businesses help high-net-worth individuals and their families to grow, manage and preserve their wealth. With this aim, we're rapidly expanding our client-facing team in Wealth Management business and are interested in speaking with high-performing individuals.

The Successful Applicant

•    University graduate in Business Administration, Finance or other disciplines.
•    Minimum 2 to 8 years relevant experience in financial institutions or wealth management sales.
•    With professional and regulatory qualifications (IIQE Paper 1, 2 and 3 is required / HKSI Paper 1, 7 and 8)
•    High level of customer centric mindset & integrity with dedication to deliver exceptional quality services for customers
•    High integrity, proactive with inspiration, good teamwork and interpersonal skills, able to work independently and under pressure;
•    Proficient in both spoken and written English, Chinese and Cantonese
•    More experience will be considered as Senior position