Investment Representative, International Wealth Management

1 month ago


Hong Kong, Hong Kong SAR China KGI Asia Full time

Responsibilities Achieve revenue target  Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.  Conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations Comply with internal compliance guidelines and external regulation requirements Requirements College or University and above  Holder of SFC RA1 license. A technical representative under Insurance Authority is a plus 2 years of relevant experience in financial industry Good knowledge of financial products and markets  Good communication and interpersonal skills  Proficiency in English, Cantonese and Mandarin 



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