Responsibilities

• Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met.
• Provide full range of wealth management services to a designated portfolio of High-Net-Worth customer.
• Solicit new businesses and cultivate long-term relationship with customers for further business opportunities
• ​Providing quality services and financial solutions to customers and satisfy their changing financial needs

Requirements

• University degree or above
• IIQE paper 1, 2, 3 and HKSI paper 1, 7, 8
• Over 2 years' solid experience in Insurance or Investment sales experience in banking or insurance industry
• Solid sales track record in developing relationships with customers
• Fluent Chinese, English and Putonghua in Written and speaking​