Proactively identify, prospect, and acquire new HNW clients to expand the firm's wealth management portfolio.
Develop and maintain long-term, trusted relationships with an existing portfolio of clients
Possess knowledge of various financial products, such as stocks, bonds, mutual funds, and commodities, to effectively advise clients.
Requirement:
Bachelor’s degree in Finance, Business, Economics, or a related field.
Minimum of 2-4 years of proven sales experience as an Account Executive, Relationship Manager, or Financial Consultant within a securities firm, private bank, or wealth management institution.
Passed the corresponding HKSI licensing examinations (including Papers 1, 7, and 8 or equivalent).