Responsibilities

- Provide comprehensive and wealth management services to High Net Worth individuals and corporate clients.

- Meeting clients and follow up client's application according to compliance and standard sales process.

- Develop and expand existing network through customer relationship management and channel training.

Requirements

- Degree holder or above, major in finance is an advantage.

- Basic insurance experience is necessary.

- Good command in English, Cantonese and Mandarin.

- Good interpersonal and communications skills.

- Detail-minded and well-organized.

- Honest and sincere.

Compensation Package:

- Over HKD400K annual income.

- Group Medical & Accident Plan.

We are a professional group of companies specializing in insurance, financial planning and consultancy services.