Responsibilities:

• Provide comprehensive financial and wealth management solutions to clients.
• Maintain a good relationship with clients and conduct regular financial reviews to ensure customer satisfaction and retention of business.
• Provide customer-oriented financial, asset and risk management advices to clients.
• Maintain sound knowledge and understanding of applicable legislation and regulations to ensure compliance requirements and observed at all times.

 Requirements:

• University degree holder of equivalent.
• Holder of IA and /or SFC Licenses.
• At least 1 years of prior experience in financial or insurance institutions.
• Excellent communication skills both written and verbal.
• Sale oriented, self-motivated and be able to work independently.
• Holder of relevant investment and insurance licenses with Certified Financial Planner, Financial Risk Manager of other relevant qualification and advantage.

Remuneration:

We offer an attractive basic salary with commission ($20K-$50K) plus professional training, expertise in portfolio management support and convenient location in Wanchai with flexible working hours.  All personal data collected will be used for recruitment purpose only.