Wealth Management Officer (Sales) – Staff Position

We are looking for motivated, success-driven, experienced insurance agents and individuals who are transitioning into a new career stage or seeking to change fields of jobs to join our Wealth Management Dealing Team in a staff position. We provide various wealth management products, including equities, futures contracts, and insurance products. This is an excellent opportunity to move onto a new stage of career in a supportive, stable, and professional environment that values development and success.

Job Responsibilities:

Your main responsibilities will include, but are not limited to:

• Proactively reaching out to clients maintaining strong relationships to ensure clients satisfaction and retention.
• Prospect and generating leads through various channels to expand the client base.
• Provide personalized investment advice to clients investing across a wide range of wealth management products to achieve their financial objectives.
• Hosting seminars and workshops to educate investors on wealth management strategies, risk management, and the latest financial products.

Preferred Qualifications:

We are seeking candidates who meet the following criteria:

• Proven work experience as an Insurance Agent or in a similar role.
• Knowledge of various insurance products and policies.
• Holding an HKSI LE and/or IIQE qualification (or equivalent) is preferred.
• Strong sales abilities and able to meet sales targets.

Why Join Us:

• A staff position with performance bonuses and a staff benefits package.
• A big clientele base and a wide range of financial products to tap on and develop your sales and marketing expertise.
• A long-term career development opportunity.
• A supportive teamwork environment with comprehensive training.
• Different software systems or platforms to assist and enhance your work.