VP – Wealth Management



  • To achieve business targets in revenue and AUM
  • To offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
  • To conduct regular portfolio review and re-balancing with clients to identify clients’ needs and offer suitable products recommendations
  • To comply with internal/external regulations and guidelines

  • College or University and above
  • Holder of SFC RA1, RA4 license. A technical representative under Insurance Authority is a plus
  • Minimum 2 – 5 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

Interested parties please send your FULL RESUME (in MS Word format) with availability, current and expected salary to keith.tong@levin.hk or you can call us at (852) 2520-0284 for more information.

For more job opportunities, please visit our career wonderland at http://www.levin.com.hk


Enquiry: 25200284

To apply for this job, please send your CV to keith.tong@levin.hk

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