Responsibilities:

• To provide financial planning solutions, particularly on saving, life and investment insurance protections to wealth management clients
• Responsible for the acquisition and relationship management of personal HNW (high-net-worth) clients 
• Provide a broad range of banking and investment products and assist clients in portfolio planning to meet their financial needs
• Provide updated financial market information, professional advice and quality services to clients
• Assist Team Head to develop and implement Bancassurance business
• Work closely and maintain a good relationship with other departments in the bank
• Fulfill annual sales targets

Requirements:

• Degree holder in Finance, Economic, Business or relevant disciplines preferred
• 5+ years of Relationship Manager or Investment Advisor experience in private banking or mass affluent client sector, experience in the mainland Chinese market a definite advantage
• Holder of SFC Type 1 & Type 4 licenses, and IIQE Paper I & III licenses
• Good knowledge in wealth management products including a broad range of insurance products
• Self-initiative and a strong team player with good communication and interpersonal skills
• Fluent Putonghua, English and Cantonese
• Proficient in MS Office applications
• Frequent travel to mainland China is required
• Certified Private Wealth Professional (CPWP) certification is preferred
• Those who have strong network in Mainland China is highly preferred