Wealth Management Officer (Sales) – Staff Position

• A staff position with performance bonuses and a staff benefits package.

• A big clientele base and a wide range of financial products.

• Long-term career development with supportive teamwork and comprehensive training
  

We are looking for motivated, success-driven, experienced insurance agents and individuals who are transitioning into a new career stage or seeking to change fields of jobs to join our Wealth Management Dealing Team in a staff position. We provide various wealth management products, including equities, futures contracts, and insurance products. This is an excellent opportunity to move onto a new stage of career in a supportive, stable, and professional environment that values development and success.

Job Responsibilities:

Your main responsibilities will include, but are not limited to:

• Proactively reaching out to clients maintaining strong relationships to ensure clients satisfaction and retention.

• Prospect and generating leads through various channels to expand the client base.

• Provide personalized investment advice to clients investing across a wide range of wealth management products to achieve their financial objectives.

• Hosting seminars and workshops to educate investors on wealth management strategies, risk management, and the latest financial products.

Preferred Qualifications:

We are seeking candidates who meet the following criteria:

• Proven work experience as an Insurance Agent or in a similar role.

• Knowledge of various insurance products and policies.

• Holding an HKSI LE and/or IIQE qualification (or equivalent) is preferred.

• Strong sales abilities and able to meet sales targets.

Why Join Us:

• A staff position with performance bonuses and a staff benefits package.

• A big clientele base and a wide range of financial products to tap on and develop your sales and marketing expertise.

• A long-term career development opportunity.

• A supportive teamwork environment with comprehensive training.

• Different software systems or platforms to assist and enhance your work. 

If you have the required qualifications and share our enthusiasm for wealth management, we encourage you to apply for this staff position. Join us and take your career to the next level!

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