Tasked with marketing and promoting a diverse array of wealth products and services, such as Unit Trusts, Insurance, and Wills, to prospective clients.
Participate in cross-selling additional wealth products tailored to customer requirements.
Foster and maintain long-term customer relationships while providing after-sales support.
Comply with policies, regulatory requirements, and risk management standards.
Aim to meet sales targets for all designated products.
Identify and develop a new market segment aligned with your area of expertise.
Job Requirements
Demonstrated strong business insight, with a proactive attitude and a high level of self-motivation.
A minimum of 3 years of relevant experience in business-to-consumer sales, showcasing a proven success record.
Experience in sales of retail banking products, especially in insurance and investment sectors, will be highly advantageous.
A broad network of SME business relationships coupled with strong business insight.
Possession of a Bachelor's degree in any field.
Proficiency in English; knowledge of Mandarin/Cantonese is a plus.
A strong enthusiasm for wealth management, investment sales, and client relationship building.
Must have personal transportation and be open to travel.
Willingness to obtain required industry certifications such as FIMM, PCE, CEILI, and CFP upon onboarding.
