Wealth Management Advisor

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China KGI Asia Full time
Key Responsibilities
  • Recruitment and Team Development: Build and cultivate a high-performing sales team.
  • Leadership and Coaching: Guide and mentor the sales team to enhance the wealth management division and meet financial objectives.
  • Data Management: Provide accurate and timely prospect data to facilitate management reporting and sales forecasting.
  • Business Development: Leverage existing customer networks and business channels to identify and pursue new opportunities.
  • Client Advisory: Collaborate with Investment Strategies and Product Managers to deliver expert advice and comprehensive wealth management solutions, ensuring service excellence and customer retention.
  • Market Awareness: Stay informed about current market trends and advise on potential product development adjustments to adapt to the evolving market landscape.
  • Compliance: Adhere to internal protocols and reporting processes to fulfill management, corporate, regulatory, and statutory obligations.
  • Project Management: Undertake additional assignments and projects as required.
Qualifications
  • Education: Bachelor’s degree or higher.
  • Experience: Minimum of 8 years in a leadership role within the financial services sector.
  • Licenses: Must hold SFC and Insurance Authority Licenses.
  • Personal Attributes: Energetic, self-disciplined, responsible, detail-oriented, and capable of working independently.
  • Communication Skills: Excellent verbal and written communication abilities.
  • Language Proficiency: Fluent in English, Cantonese, and Mandarin.


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