About this role
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