Job ref no.: CT3128429-01#0334
RecruitFirst Limited

Investment Representative (Account Executive/Securities/Insurance/Asset Management)

RecruitFirst Limited

Investment Representative (Account Executive/Securities/Insurance/Asset Management)

Our client, a well-known Financial Institution (SFC Licenses Type 1, 2, 4, 5, 6, 9) with strong business arm of brokerage, asset management and insurance is looking for a high caliber to join their elite team.

Responsibilities:

  • Build up and maintain relationship with new and existing clients
  • Provide market intelligence and market insight to clients on timely basis
  • Responsible of executing sales order
  • Manage daily securities brokerage operations for local markets including the account opening process, account maintenance, and customer services with compliance to regulatory requirements

Requirements:

  • SFC or HKIA Licensed Representative
  • 2 - 3 years’ relevant working experience in financial products or insurance sales with proven track record
  • Proficient in spoken Mandarin, English and Cantonese
  • Possess good customer networking in Hong Kong, overseas or mainland China

Interested parties, please apply with updated current salary and expected salary. Only shortlisted candidates will be contacted.

More job information
Job ref no. CT3128429-01#0334
Salary
  • 30,000 - 35,000 / month
Job Function
Industry
Location
  • Wanchai
Employment Term
  • Full-time
Experience
  • 2 years - 3 years
Career Level
  • Non-management level
Education
  • Diploma or equivalent