Job Description
Principal responsibilities
- Provide financial planning services to high-net-worth, mainlander and offshore customers
- Provide personalized service for these segment customers to build and maintain good relationships
- Promote investment, insurance and banking products for optimizing new business opportunities
- Manage operational risk and observe the relevant policies /guidelines and compliance requirements
Requirements
- University level education is an advantage OR
- HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience
- Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
- Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
- Minimum of two years' experience in selling investment, insurance and banking products
- Experience in handling offshore and mainlander segment will be an advantage
- Strong sales and customer orientation, with good communication and interpersonal skills
- Strong self-motivation and ability to work under pressure
- High proficiency in Mandarin is a MUST. Good command of Cantonese and English is an advantage
Click "Apply Now" to apply for this position or call Sophia Liang at +852 3180 4960 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.
