We invite high caliber candidates with IFA, insurance or banking background to help us expanding our growth in Hong Kong and Mainland China. Attractive commission package and switching fee will be offered to the right candidates. Lead will be provided with strong marketing support.

 Responsibilities:

• Provide financial planning services to clients
• Demonstrate knowledge of savings plans and retirement schemes to provide professional services.
• Endeavour to achieve success to provide productivity and quality standard
• Build customer relationships by meeting their needs to maximize retention
• Acquisition of new individual and institutional clients;
• Develop and explore new business opportunities and marketing channels;
• Provide professional standard investment advice to clients and comply with regulatory requirements;
• Contributes to organizing marketing activities;
• Raise Asset-Under-Management for discretionary portfolios;
• Travel to China or Asia region may be required.

Requirements:

• Experienced wealth manager with existing network of clients is preferred;
• Commitment to build a long term career in the wealth management industry;
• Strong selling skills with high ethical standard;
• Strong industry knowledge and product knowledge with products such as Mutual Funds, Hedge Funds, ILAS, MPF, Trusts, etc;
• Excellent communication and presentation skills;
• Proficiency in wealth management and portfolio management concepts;
• University graduates in Finance or Marketing discipline and must obtained IIQE (Paper 1, 2, 5) and SFC licences (RA 1, 4);
• Fluency in Cantonese, English & Putonghua (written & oral).
• Candidate with experience in discretionary portfolio management will be considered as Private Wealth Manager
• Candidate with more expreience will be considered as Senior Consultant or Associate Director
• minimum one year investment and insurance experience 

  Our attractive remuneration package includes:

• Allowance and an attractive commission scheme;
• Excellent potential for additional sources of income from fee-based services.

Remuneration will be commensurate with qualification and experience. Please send your application with detailed resume indicating both present and expected salary and date of availability via email or, Suite 901, 9/F Sino Plaza, 255-257 Gloucester Road, Causeway Bay, Hong Kong.

Please submit your full resume with current and expected salary. Candidate with less experience will consider as an officer.

Personal data collected will be used for recruitment purpose only and will be kept strictly confidential