Senior Wealth Management Advisor

Our client, a leading Chinese Bank in Hong Kong, is currently seeking for talents to join their team.

Our recruitment consultants will provide tailor-made advices for individual job seeker.

Job Responsibilities

• Close liaison with Branches for preparing the sales plans and sales activities
• Develop insurance sales capacity, sales coaching, training and sales advisory support
• Review tactical and strategic plans for boosting sales revenue and achieve year end assigned target within regulatory framework
• Manage sales force with the aim to achieve sales target performance
• Comply with Hong Kong regulatory framework related insurance ordinances and guidelines issued by the HKMA and SFC
• Monitor high net worth clients’ portfolios to continue enhancement of customers’ experience

Job Requirement

• University degree holder
• Qualifications in IIQAS and CFA, CFP, FRM is preferable
• 4-7 years related banking or insurance related field experience
• Excellent communication skill and presentation skill
• Strong influencing skill and analytical skill
• Fluent in Cantonese, English and Good in Mandarin

Personal data collected will be used for recruitment purpose only.

Our client offers successful candidates an attractive remuneration package, comprehensive benefit package and excellent career prospects. Interested parties please send your resume with covering letter in MS Word format, stating notice period, current or last and expected salary to [email redacted, apply via Company website] cc [email redacted, apply via Company website], quoting the position and reference number (if any).