【KGIHK / WM】Wealth Management - Investment Representative

Join us to build a leading financial company in Asia!

Job Family

私人銀行專戶管理/Private Banking Account Management

Job Description

Main Duties and Responsibilities

• Achieve business targets in revenue and AUM
• Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
• Conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
• Be proactive in client acquisition
• Comply with internal/external regulations and guidelines

Incumbent Requirement

• Form 7 or above
• HK SFC Type 1, 4 licenses
• Insurance Authority license is a plus
• Minimum 3 years' relevant experience in financial industry
• Sales-oriented with proven sales record and performance
• Good client network
• Good knowledge of financial products and markets
• Good communication, interpersonal skills
• Proficiency in English, Cantonese and Mandarin

Education – Degree / Field of Study

Work Shift