By co-operating with various partners, KPWM dedicated to bring diversified reliable products and lifetime services for our customers. We dare to innovate by creating unique wealth management solutions, including insurance products and services, fund management, alternative financial planning and other...

By co-operating with various partners, KPWM dedicated to bring diversified reliable products and lifetime services for our customers. We dare to innovate by creating unique wealth management solutions, including insurance products and services, fund management, alternative financial planning and other value-added services. We aim to provide professional, customised solutions and build up a long-term, trustworthy relationship with our customers.

We are currently seeking a high caliber to join us:

Assistant Vice President - Wealth Management

Job level Middle
Location
Within Hong Kong, Wanchai
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Investment & Securities
Insurance > Insurance Agent / Broker
Published On 21/08/2019

Responsibilities:

 

- Targeting China market, bring new clients onboard and maintain long-term relationship with them

- Advise clients on relevant insurance and other investment linked products in Hong Kong according to cater their needs

- Assist to develop and manage business partners to drive sales and achieve business goals;

- Achieve the business targets set by the management

- Assist to bring in new ideas and creativity in marketing initiatives in driving client engagement for business partners;

 

Requirements:

- Diploma / Associate Degree or above in any disciplines with experiences in banking and/ insurance industry is a plus;

- At least 3 years of experience in finance, banking or brokerage industry;

- Process with IIQE qualifications; preferably SFC licensed representative of Type 1, 4 or 9.

- Well-groomed, presentable, independent and self-motivated with a strong sense of responsibility, reliable, organized, detail-oriented and able to work under pressure;

- Strong communication skills and problem-solving skills;

- Occasionally travel;

- Good command of written and spoken Mandarin and English;

- Familiar with MS Word, Excel, PowerPoint and Chinese input.

 

Please send a full resume with contact telephone number and expected salary to us.