The posting
Key Responsibilities:
- Provide personalized financial advice to clients on a wide range of financial matters, including investments, insurance, retirement planning.
- Build and maintain strong relationships with clients by understanding their needs and offering tailored solutions with a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance).
- Identifying new business opportunities through networking, referrals and outreach efforts.
- Conducting financial reviews and keep abreast of customer needs.
- Delivers support to clients, within and beyond office hours.
- Ensure all activities including regulated activities are in compliance with regulatory requirements and internal policies.
Requirements:
- Bachelor Degree or above from internationally recognised universities, with a preference for graduates in finance-related majors.
- Excellent interpersonal and communication skills, both verbal and written.
- Good command of spoken and written English and conversant in Chinese language to liaise with Chinese speaking associates or clients.
- Client-oriented, pleasant, meticulous and obliging disposition.
- Strong interest in investment products. Candidates with the relevant experience will have an added advantage.
- Certificates or exemptions from CMFAS/IBF modules will be advantageous.
- Candidates without working experience may apply.



