Responsibilities

• Achieve business targets in revenue and AUM
• Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
• Conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
• Be proactive in client acquisition
• Comply with internal/external regulations and guidelines

Requirements

• College or University and above
• Holder of SFC RA1, RA4 license. A technical representative under Insurance Authority is a plus
• Minimum 3 years' relevant experience in financial industry
• Sales-oriented with proven sales record and performance
• Good client network
• Good knowledge of financial products and markets
• Good communication, interpersonal skills
• Proficiency in English, Cantonese and Mandarin

Please visit our website for more information:
Wealth Management Business: https://wm.kgieworld.com/
Career Opportunities in KGI:  http://www.kgieworld.com/Careers.aspx?sc_lang=en

Please send application with resume and expected salary quoting the job reference to jobs.wm@kgi.com or mail to HR Department, 41/F Central Plaza, 18 Harbour Road, Wanchai, Hong Kong

(Personal data collected will be used for recruitment purpose only)