Job Description
Company Overview
Our client is a large size financial group and they are looking for a highly professional Assistant Vice President to join their wealth management division which is expanding and growing steadily. Ideally for someone who is interested in developing a long term career within wealth management.
Job Description
To achieve business targets in revenue and AUM
To offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
To conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
To expand clientele through own network
To comply with internal/external regulations and guidelines
Requirements
College or University and above
Holder of SFC RA1, RA4 license. A technical representative under PIBA is a plus
Minimum 3 - 5 years' relevant experience in financial industry
Sales-oriented with proven sales record and performance
Strong client development and networking
Good knowledge of financial products and markets
Good communication, interpersonal skills
Proficiency in English, Cantonese and Mandarin
Additional Job Information
5-day
HK Island
Incentive
Discretionary Bonus
Medical
Our client is a large size financial group and they are looking for a highly professional Assistant Vice President to join their wealth management division which is expanding and growing steadily. Ideally for someone who is interested in developing a long term career within wealth management.
Job Description
To achieve business targets in revenue and AUM
To offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
To conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
To expand clientele through own network
To comply with internal/external regulations and guidelines
Requirements
College or University and above
Holder of SFC RA1, RA4 license. A technical representative under PIBA is a plus
Minimum 3 - 5 years' relevant experience in financial industry
Sales-oriented with proven sales record and performance
Strong client development and networking
Good knowledge of financial products and markets
Good communication, interpersonal skills
Proficiency in English, Cantonese and Mandarin
Additional Job Information
5-day
HK Island
Incentive
Discretionary Bonus
Medical