Job Description

Provide personalized financial advice to clients on a wide range of financial matters, including investments, insurance, retirement planning.
Build and maintain strong relationships with clients by understanding their needs and offering tailored solutions with a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance).
Identifying new business opportunities through networking, referrals and outreach efforts.
Conducting financial reviews and keep abreast of customer needs.
Delivers support to clients, within and beyond office hours.
Ensure all activities including regulated activities are in compliance with regulatory requirements and internal policies.

Requirements:

Bachelor Degree or above from internationally recognised universities, with a preference for graduates in finance-related majors.
Excellent interpersonal and communication skills, both verbal and written.
Good command of spoken and written English and conversant in Chinese language to liaise with Chinese speaking associates or clients.
Client-oriented, pleasant, meticulous and obliging disposition.
Strong interest in investment products. Candidates with the relevant experience will have an added advantage.
Certificates or exemptions from CMFAS/IBF modules will be advantageous.
Candidates without working experience may apply.