Wealth Management Sales

Responsibilities Strategic planning for business development Bring in new pool of clients and maintain good relationships with exisiting HNW clients Understand clients' needs in wealth planning and manage well their investment portfolios Familiar with different types of insurance and investment products across different channels and client segments Requirements IIQE 1,2,3 and HKSI 1,7,8 holder Bachelor degree with at least 5-10 years' sales experience in financial institutions, particularly in s

Morgan McKinley - Hong Kong - Full time

Salary: Competitive

Responsibilities
  • Strategic planning for business development
  • Bring in new pool of clients and maintain good relationships with exisiting HNW clients
  • Understand clients' needs in wealth planning and manage well their investment portfolios
  • Familiar with different types of insurance and investment products across different channels and client segments
Requirements
  • IIQE 1,2,3 and HKSI 1,7,8 holder
  • Bachelor degree with at least 5-10 years' sales experience in financial institutions, particularly in securities/ brokerage firms
  • Candidates has proven record in serving HNW clients (HK, China or TW) and extensive networks are highly preferred
  • Strong knowledge of wealth management products
  • Excellent interpersonal skill and leadership
  • Sales driven with customer centric
  • Excellent command of Cantonese, Mandarin and English
Apply
22795607

OTHER ASIAXPAT SITES:

Ad