HNW Wealth Management Senior Account Executive

Job Title: HNW Wealth Management Senior Account Executive

Location: Central, Hong Kong

Background:

Our client is one of the leading financial services and wealth management groups in Hong Kong and Greater China, with an enviable clientele.

The wealth management financial services group is an instantly recognizable brand associated with luxury, prestige and excellent scope of wealth management advisory services for the HNW and UHNW clientele.

For the position of Senior Account Executives- you will not be required to undertake cold calling, or sales tasks. Your role would be to manage existing clients, and prospering to potential and prospective clients by communicating and understanding clients’ needs and then referring to appropriate specialist Investment Counselors, and Business Development/ Relationship Managers

We are seeking recent graduates or very smart and presentable higher diploma degree or above AEs who have come from banking, insurance, brokerage or wealth management/ Ifa background.

If you are a recent graduate with excellent family and HNW networks, such candidates will be offered roles with zero experience too.

The range of products and Wealth Management and capital generation services are vast and expansive including assisting existing and prospective clients that are seeking to enter HK via the Hong Kong Capital Investment Entrant Scheme (CIES).

Qualifications & experience:

1. Education: University Graduate or higher diploma degree or above.
2. IANG, TTPs and similar are very welcome to apply
3. Professional Qualification: Passed IIQE Paper 1 & 2 (or willingness to take such examinations)
4. Working Experience: Any relevant experience such as in in Private Banking, Retail Banking, General Insurance / Medical Insurance, Wealth Management, Immigration Consultancy will be considered an advantage.
5. Less experience candidates will be considered for thew role of Account Executive.
6. Languages: Proficient in both written and spoken English. Fluent Cantonese and strong Putonghua (Mandarin) communication skills is a must.
7. Computer Skill: Proficiency in MS applications i.e. Words, Excel & Chinese Word processing.
8. Some willingness to travel to meet clients with Investment Counsellors would be a distinct plus.

Tasks & responsibilities:

1. Handling and to manage customer enquiries and deliver quality service offerings and sound products knowledge.
2. Assist in preparing quotations, closing slips, cover notes, investment plans.
3. To handle renewals and new business handling for HNW and similar Clients
4. Follow up on the submission of customer opinion and resolve customer issues.
5. Work closely with the Relationship Managers (Sales and Onboarding) and Investment Counsellors (Products, investment solutions)

Please send an updated resume in English to our Managing Partner at ec(at)Harbridgepartners(dot)com

Interested in this and other roles? Please send an updated resume in English to CV[@]harbridgepartners[dot]com

Or contact +852 2523 9955 – and ask for Terry Au, Edward Chen, Richard Liu, Cora Pang

Harbridge Partners Limited

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