Insurance and Wealth Management Professional

1 day ago


Hong Kong, Central and Western District, Hong Kong SAR China Gravitas Recruitment Group Full time

Job Overview

We are seeking a skilled Insurance specialist/Investment consultant to join our team at Gravitas Recruitment Group.

Salary: Competitive salary package offered, commensurate with experience and qualifications.

Job Description:

  • Foster strong relationships with high-net-worth clients by providing them with tailored insurance and investment solutions.
  • Collaborate with the Relationship Manager team to support clients in meeting their wealth management goals.
  • Identify and recommend suitable insurance and investment opportunities to meet client needs.
  • Deliver high-quality services and financial solutions to meet customer requirements.
  • Adhere to banking policies and procedures to ensure efficient and secure operations.

Required Skills and Qualifications:

  • Degree or higher qualification in a relevant field.
  • At least three years of experience in insurance and investment sales.
  • Successful completion of IIQE Papers 1 and 3 and HKSI 1, 7, 8.
  • Proficient in spoken English, Cantonese, and Mandarin.
  • Strong communication, interpersonal, and analytical skills.
  • Ability to work under pressure and maintain self-motivation.

Benefits:

The successful candidate will be part of a dynamic team, working on challenging projects and receiving regular feedback. Opportunities for professional development and career growth are available within the company.

Key Responsibilities:



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