Job summary
| Job category | Professional (Consulting / Finance / Real Estate / Professional Services)／Consulting |
|---|---|
| Industry | Finance／ Securities / Investment Trusts |
| Employment type | Uncategorized |
| Position level | Other |
| Number of openings | 1 |
| Desired entry time | - |
| Required language skill |
Cantonese （Native） English （Fluent） Chinese （Fluent） |
| Foreign language competence | - |
| Working hours | Others |
| Welfares / Leave systems |
Work details
Company Overview
Our client is a large size financial group and they are looking for a highly motivated Associate join their wealth management division which is expanding and growing steadily. Ideal for someone who is interested in developing a long term career within private wealth management.
Job Description
Report to Team Head of the wealth management department
Assistant the team with client development and business development
To achieve business targets in revenue
To offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
To conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
To expand clientele through own network
To comply with internal/external regulations and guidelines
Requirements
College or University and above
Holder of SFC RA1, RA4 license. A technical representative under PIBA is a plus
Minimum of around 3+ years' relevant experience in financial industry
Sales-oriented with proven sales record and performance
Strong client development and networking
Familiar with investment and insurance products
Good communication, interpersonal skills
Proficiency in English, Cantonese and Mandarin
Additional Job Information
Incentive & Discretionary Bonus
5 day work week
Medical
Hong Kong Island
About interview
Liaison
Associate
RGF HR Agent
20000 〜 28000 HKD
