• 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. 

• 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.

Job Benefits:

• Great Company Culture with friendly team members
• Five-day work week 
• Chinese New Year bonus, discretionary bonus, transport subsidy
• Medical benefits (including family members)
• Excellent for career progression