Responsibilities:
- Responsible for the acquisition and relationship management of personal 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 financial planning solutions especially on saving, life and investment insurance protections to wealth management clients
- Provide updated financial market information, professional advice and quality services to clients
- 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
- Minimum 5 years of Relationship Manager or Investment Advisor experience in private banking or mass affluent client sector, experience in the Mainland Chinese market is a definite advantage
- Holder of SFC Type 1 and Type 4 licenses
- Good knowledge in wealth management products including a broad range of insurance products
- Self-initiative and a strong team player
- Good communication and interpersonal skills
- Fluent in Putonghua, English and Cantonese
- Frequent travel to Mainland China may be required
- Holder of IIQE Paper I and III licenses is preferred
- Certified Private Wealth Professional (CPWP) certification is preferred
Interested candidates please send your CV to suzanne.choi@levin.hk or contact us at 25200104.
40-50K
5
Degree
Central
Enquiry: 25200104
To apply for this job, please send your CV to suzanne.choi@levin.hk