- 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 firstname.lastname@example.org 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