【kgihk Wm】wealth Management - Investment Representative

Join us to build a leading financial company in Asia! Job Family 私人銀行專戶管理/Private Banking Account Management Job Description **Main Duties and Responsibilities** * Achieve business targets in revenue and AUM * Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc. * Conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations * Be proactive in client acquisition * Comply with internal/external regulations and guidelines **Incumbent Requirement** * Form 7 or above * HK SFC Type 1, 4 licenses * Insurance Authority license is a plus * Minimum 3 years' relevant experience in financial industry * Sales-oriented with proven sales record and performance * Good client network * Good knowledge of financial products and markets * Good communication, interpersonal skills * Proficiency in English, Cantonese and Mandarin Education – Degree / Field of Study Work Shift