Job ref no.: PRM_0706_CT251
Delta Asia Financial Group

Principal Manager V Investment & Financial Services

Delta Asia Financial Group

Company Profile
  • 5-day week
  • Compassionate leave
  • Competitive pay
  • Education subsidies
  • Family medical plan
  • Marriage leave
  • Medical plan
  • Special / extra leave
  • Examination leave
  • K + 3 more

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:-
    • Insurance Protection
    • Securities Investment
    • Wealth Management
  • 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
  • 5-day work
  • 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.


More job information
Job ref no. PRM_0706_CT251 (CT3115569-01#0032)
  • N/A
Job Function
  • Wanchai
Employment Term
  • Permanent
  • Full-time
  • 6 years - 10 years
Career Level
  • Non-management level
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree