Establish new private banking relationships and manage existing relationships in order to grow portfolio Assets Under Management and Revenue
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.
Know clients on a personal and professional level to understand their short and long term financial goals
Requirements:
University level education in finance, business or a related discipline, professional qualification of ECF-RWM is preferred
Proficiency in written and spoken Cantonese and English
Strong analytical and problem solving skills
At least three years of sales experience in promoting a comprehensive range of wealth management products, including investment and insurance offerings.
Employer questions
Your application will include the following questions:
What's your expected monthly basic salary?
How many years' experience do you have in the insurance industry?
