Job Responsibilities:

• Deliver financial solutions to clients to meet business objectives in wealth management, encompassing both investment and insurance sectors.

• Assess customer requirements through financial analysis and portfolio evaluations.

• Foster enduring relationships with clients while identifying new business prospects through marketing initiatives and cross-selling of banking products and services.

Job Requirements:

• Possession of a degree in Business, Finance, or a related field; a professional qualification in ECF-RWM is advantageous.

• At least three years of sales experience in promoting a comprehensive range of wealth management products, including investment and insurance offerings.

• Capable of performing regulated activities in the fields of insurance and investment.

• Self-driven, customer-focused, and adept at working under pressure.

• Excellent interpersonal, relationship management, and communication abilities.

• Proficient in both spoken and written English and Chinese, including Putonghua.