Our wealth management businesses help high-net-worth individuals and their families to grow, manage and preserve their wealth. With this aim, we are rapidly expanding our client-facing team in Wealth Management business and are interested in speaking with high-performing individuals.
- To assist clients combined with your entrepreneurial spirit allows you to work with them to provide ultimate services;
- To provide professional financial analysis & comprehensive planning strategies to wealthiest clients including risk management and retirement solutions;
- To analyze investment opportunities & client needs with recommend tailored financial solution/services to clients according to their needs;
- To market our selected funds, medical protection schemes and investment plan to individual or corporate clients;
- To develop and maintain close relationship with clients and review their financial portfolios periodically
- University graduate in Business Administration, Finance or other disciplines.
- With relevant experience in financial institutions or wealth management sales
- With IIQE licenses and SFC(Type 1 & 4) would be an advantage
- High level of customer-centric mindset & integrity with a dedication to deliver exceptional quality services for customers
- Strong communication, interpersonal skills & client relationship management;
- Mature, self motivated, energetic, outgoing and aggressive in driving business individuals;
- High integrity, proactive with inspiration, good teamwork and interpersonal skills, able to work independently and under pressure;
- Proficient in both spoken and written English, Mandarin and Cantonese
- Potential candidates with IANG or Dependent Visa are welcomed to apply.