Investment Representative, International Wealth Management

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China KGI Asia Full time
Job Description

We are seeking a highly skilled Investment Representative, International Wealth Management to join our team at KGI Asia.

Key Responsibilities:

  • Achieve revenue targets by providing exceptional financial solutions to clients.
  • Offer a range of financial products, including Funds, Bonds, Notes, Equity, and Insurance, to meet clients' needs.
  • Conduct regular portfolio reviews and re-balancing to identify clients' needs and provide suitable product recommendations.
  • Ensure compliance with internal guidelines and external regulations.

Requirements:

  • College or University degree and above.
  • Holder of SFC RA1 license. A technical representative under Insurance Authority is an asset.
  • At least 2 years of relevant experience in the financial industry.
  • Good knowledge of financial products and markets.
  • Excellent communication and interpersonal skills.
  • Proficiency in English, Cantonese, and Mandarin.


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