Job Responsibilities
- To bring and manage own client portfolio of high net worth clients in Hong Kong or China or Taiwan or other markets
- Formulate and implement business development plans to grow client base and AUM
- Enhance existing clients' portfolios through offering suitable wealth management solutions within our diversified range of products including the service of international private banking platform
- Develop and implement team growth and sales strategy and achieve teams’ target
- Mobilize the team to achieve agreed business targets and complete assigned tasks within specified time frames with high quality
- Work on ad hoc projects and tasks assigned by management
Job Requirements
- University degree or above in any discipline, Business, Finance, Accounting, Marketing or related discipline is an advantage
- Minimum 5 years of relevant wealth management experience / banking experiences in serving high net worth individuals; preferably with team management experience
- Good knowledge in insurance products, bonds, funds and other wealth management products
- Process with IIQE and HKSI qualifications; past/current SFC license holder is highly preferred
- Professional qualifications such as AFP, CFP or CFMP is an advantage
- Strong leadership, excellent relationship building and interpersonal skills
- Team player, cheerful personality with strong sense of responsibility
- Fluent in both English and Chinese, both spoken and written
- Candidate with extensive experience maybe considered as Senior Vice President
Apply
Interested parties please send your resume to hr@kkgroup.com.hk. Please indicate the job application.
Job Responsibilities
- To provide comprehensive financial advice based on client needs
- To develop market or explore long-term business relationship with potential customers
- To furnish clients with opinions on risk and wealth management
Job Requirements
- University degree or above in any discipline, Business, Finance, Accounting, Marketing or related discipline is an advantage.
- Fresh graduates or IANG are welcome
- Maintain valid IIQE 1, 3 & 5 certificates is an advantage
- Excellent interpersonal and leadership skills. A self-confident, outgoing energetic team player
- Excellent command of written and spoken English and Chinese (Putonghua preferred)
- Able to work independently and under pressure
- Wealth Management Advisor with relevant experience maybe considered as Senior Wealth Management Advisor
Self-development and advantages
- On-job training on financial products
- Acquire update financial knowledge and news
- Reputable branding and many marketing activities as support
- Develop better interpersonal and communication Skills
- Develop better presentation and analytical Skills
- Flexible working hours
Apply
Interested parties please send your resume to hr@kkgroup.com.hk. Please indicate the job application.
