Financial Services Representative
2 months ago
We are seeking a highly skilled and experienced Financial Services Representative to join our team at KGI Asia. As an Investment Representative, International Wealth Management, you will be responsible for achieving revenue targets and providing total financial solutions to clients.
Key Responsibilities- Achieve Revenue Targets
- Meet or exceed sales targets by identifying and pursuing new business opportunities
- Offer Total Financial Solutions
- Provide clients with a comprehensive range of financial products and services, including funds, bonds, notes, equity, and insurance
- Conduct Regular Portfolio Reviews
- Regularly review and rebalance clients' portfolios to ensure they remain aligned with their financial goals and risk tolerance
- Comply with Regulatory Requirements
- Ensure compliance with internal compliance guidelines and external regulatory requirements
- Education
- College or university degree and above
- Licenses and Certifications
- Holder of SFC RA1 license
- Technical representative under Insurance Authority (a plus)
- Experience
- At least 2 years of relevant experience in the financial industry
- Skills
- Good knowledge of financial products and markets
- Good communication and interpersonal skills
- Proficiency in English, Cantonese, and Mandarin
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