Job ref no.: CT3119080-01#3212



  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Medical plan


  • Acquire and expand high net worth customer base through effective business progress, relationship management and investment solutions
  • Implement the company's sales strategies to achieve sales target
  • Engage in networking activities within our group and other business introducers to build good quality business referrals
  • Maintain a close working relationship with inhouse asset management team to ensure the highest rate of return for customer satisfaction and persistency
  • Manage clients accounts on an ongoing basis to achieve clients' investment needs and objectives based on their financial statues, return objectives and risk tolerence
  • Provide professional wealth management solutions to customers and ensure all dealings, trading activities are complied with the SFC Code and Guideline
  • Maintain sound knowledge and understanding of applicable legislation and regulations to ensure compliance requirements are observed at all times


  • University degree holder or equivalent
  • Holder of SFC licenses for Type 1, 4 and 9 regulated activities
  • Own network with high net worth individuals and corporate clients
  • At lease 5 years of prior experience in the private banks or financial institutions
  • Strong communication skills, both written and verbal
  • Sales oriented, self-motivated and be able to work independently
  • Holder of relevant investment and insurance licenses, Certified Financial Planner, Financial Risk Manager or other relevant qualification

We offer an attractive basic salary plus good incentives and comprehensive fringe benefits including medical, dental and life insurance, professional trainings, expertise in portfolio management support and convenient location in Central.

Interested parties, please send your full resume with expected salary by:

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More job information
Job ref no. CT3119080-01#3212
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 5 years - 10 years
Career Level
  • Middle management level
  • Degree