Actively approach, pitch and understand the potential client needs and provide solutions to meet their investment needs
Maximize the revenue potential of the existing customer base whist delivering excellent service
Provide customer support by phone, email or other communication tools
Participate in marketing and promotion events e.g. investment seminars and expo
In compliance with the respective rules and regulations.
Degree in Finance, Business Administration, Economics or related disciplines
1-2 years of sales experience in a fast-paced environment, ideally in financial industry such as insurance, credit cards, payment, FX
strong product knowledge of global financial market and financial products;
Passed HKSI Examinations and are qualified under SFO in handling regulated activities Types 3
Self-motivated, proactive and results oriented;
Independent, self-initiative, strong relationship building and good interpersonal skills
Excellent command of spoken and written English and Chinese
Candidate with less experience will be considered as Sales Associate
Attractive compensation and benefits packages will be offered to the right candidate. Interested parties, please send your application together with a full resume stating your present and expected salary and date of availability or by clicking Apply Now
All personal data collected will be used for recruitment purpose only. Applicants not hearing from us within 2 months may consider their applicantions unsuccessful. All personal data supplied will be kept for a reasonable period in accordance with the legal requirements.