Join our fast-growing Wealth Management teams
Our wealth management businesses help high-net-worth individuals and their families to grow, manage and preserve their wealth.
With this aim, we are rapidly expanding our client-facing team in Wealth Management business and are interested in speaking with high-performing individuals.
Promote full range of wealth management products
Seize the future through professional wealth planning to help people achieve their personal goals
Solicit new businesses and long-term relationship
Tailor-made, well-structured and comprehensive training program
In-house permanent position with an attractive fixed base salary + incentives & fringe benefits
Coaching and mentoring by a team of experienced mentors
University graduate in Business Administration, Finance or other disciplines.
Minimum 2 to 6 years of relevant experience in financial institutions or wealth management sales.
Professional and regulatory qualifications (IIQE Paper 1, 2 and 3 / HKSI Paper 1, 7 and 8) is required.
High level of customer-centric mindset & integrity with a dedication to deliver exceptional quality services for customers
High integrity, proactive with inspiration, good teamwork and interpersonal skills, able to work independently and under pressure;
Proficient in both spoken and written English, Chinese, and Cantonese
More experience will be considered as Senior position
Potential candidates with IANG or Dependent Visa are welcome.
We offer competitive remuneration including career prospects to the right candidate.