Sales, Wealth Management (RM)

Responsibilities and Requirements:

• Be capable to manage channel sales opportunities, as well as to develop the market and build up client base
• Be striving to achieve sales revenue and targets assigned
• Adhere to all procedures, policies and rules that comply with all internal and external regulatory requirements
• At least 5 years of experiences in private wealth management business or related field
• Sound knowledge in financial investment, trust, insurance, portfolio management, and tax advisory
• Proficient in written and spoken English and Chinese (fluent in Mandarin is a must)
• Bachelor degree or above in financial related discipline
• Holder of HKSI LE Paper 1, 7 & 8 and IA IIQE Paper I & III
• With ECF-PWM or ECF-RWM qualification an added advantage
• Immediately available or short notice is highly preferred