Wealth Management Consultant

Responsibilities

﹡ Provide comprehensive financial and wealth management solutions to clients.
﹡ Maintain a good relationship with clients and conduct regular financial reviews to ensure customer satisfaction and retention of business.
﹡ Provide customer-oriented financial, asset and risk management advices to clients.
﹡ Maintain sound knowledge and understanding of applicable legislation and regulations to ensure compliance requirements and observed at all times.

Requirements

﹡ University degree holder of equivalent.
﹡ Holder of IA and /or SFC Licenses.
﹡ At least 1 years of prior experience in financial or insurance institutions.
﹡ Excellent communication skills both written and verbal.
﹡ Sale oriented, self-motivated and be able to work independently.
﹡ Holder of relevant investment and insurance licenses with Certified Financial Planner, Financial Risk Manager of other relevant qualification and advantage.

Remuneration

We offer an attractive basic salary with commission ($20K-$50K) plus professional training,
expertise in portfolio management support and convenient location in Wanchai with flexible working hours.
All personal data collected will be used for recruitment purpose only.

Interested partied, please sent your full resume email to hr.hk@giainvestment.com