Job Description
Responsibilities Acquire new business and opportunities for the development of International Wealth Management (“IWM”) business in the region Promote tailor-made financial solutions to clients, with wide range of financial tools including equities, futures, bonds, funds as well as insurance products Expand clientele and maintain good relationship to meet sales target Regularly review client’s needs and investment portfolio Requirements Extensive client base Holder of SFC RA1, RA4 license. A technical representative under Insurance Authority is a plus Minimum 3 years of relevant experience in securities brokerage house or insurance/insurance broker company Sales-oriented with good client network Good knowledge of financial products and markets Good communication and interpersonal skills Proficiency in English, Cantonese and Mandarin