Financial Services Executive

3 days ago


Hong Kong Island, Hong Kong SAR China Chubb Full time
Wealth Management Professional

This role requires a highly motivated and experienced individual to oversee the distribution of wealth management products in Hong Kong. The ideal candidate will have a strong background in financial services, including experience in working with HK licensed insurance agents.

Responsibilities include:

  • Managing a team of LRs to ensure all dealing and advisory processes are compliant.
  • Developing and maintaining sales procedures and manuals.
  • Participating in the creation of new products and business initiatives.

Key Requirements:

  • RO type 1 and type 4 license (or eligibility to obtain).
  • Bachelor's / Master's Degree in a relevant field.
  • Fluency in English, Mandarin, and Cantonese.


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