What you will be doing:
Serve and provide wealth management services to high net worth customers
Promote various investment products to meet business targets
Provide marketing support to branch staff
What we are looking for:
Holder of bachelor’s degree in any disciplines is preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent
Minimum 5 years’ experience in handling affluent customers
Pass in HKSI and IIQE Licensing Examinations
Preferably with CFA or CFP qualifications
Possess qualifications of ECF-RWM would be an advantage
Strong sales driven and result-oriented
Proficiency in both written and spoken English, Chinese and Putonghua
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