Delta Asia is committed to build up long-term relationship with our staff and clients. We seek to attract high-calibre talent to provide sound investment advices and quality services to our clients by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
We offer special bonus to new joiner.
Acquire and build good relationship with existing and new target customers
Provide a wide spectrum of financial advices and solutions to customers and identify up-selling and cross-selling opportunities:-
Engage in end-to-end financial service which includes customer needs identification, solution recommendations, application fulfillment and after-sales services
Participate in promotion programs to acquire new clients and improve clients engagement
Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines
University graduate in business administration, economics, finance or related discipline preferred
Minimum 6 years of relevant experience with proven track record
Pass IIQE (Paper 1,2,3,5) and fulfill the competency requirements to carry out insurance sales activities as defined by Insurance Authority (IA); or
Pass HKSI Licensing Examination and fulfill the competency requirements to carry out regulated activities as defined under Securities and Futures Commission (SFC)
CFP / CFA qualification preferred but not essential
Good market sense and strong knowledge on insurance or investment products
Energetic and outgoing with enthusiasm in achieving goals
Excellent communication, interpersonal and relationship building skills
Good command of spoken and written English, Cantonese and Mandarin
Candidate with less experience will be considered as Senior Manager
What we offer
Special Bonus for New Joiner
12-20 days annual leave
Attractive basic salary with competitive commission scheme
Structured training program on a wide range of investment products to equip the high-calibre talent as all-rounded financial professionals
Comprehensive products platform for up-selling and cross-selling
We offer competitive remuneration package to the right candidate. Interested parties please email your full resume with availability, current and expected salary to [via CTgoodjobs Apply Now ] quoting the reference number in the subject line.
All information provided will be treated in strict confidence and only be used for recruitment purpose.
Delta Asia Financial Group is a comprehensive financial institution with over 80 years of history, comprising Retail Banking, Commercial Banking, Wealth Management and General Insurance across Hong Kong, Macau, and Guangzhou. It is reputable for its Corporate Governance, Caring and the Pursuit of Excellence.
We are committed to pay the Top Reward to the Right People.