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Responsibilities
- Collaborate with the Relationship Manager team to support high-net-worth clients.
- Identify clients wealth management needs to create insurance and investment opportunities, recommending suitable solutions for both.
- Foster strong relationships with existing customers while developing a potential client base.
- Deliver high-quality services and financial solutions to meet customer's evolving financial requirements.
- Adhere to banking policies and procedures.
Requirements
- Diploma or higher qualification.
- At least three years of experience in insurance and investment sales.
- Successfully completed 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; self-motivated and diligent.
Interested parties please click Apply Now to submit your CV to us. For any enquiries and immediate response, please feel free to send you CV or contact Chantal Yeung at chantal.yeung@gravitasgroup.com or by phone +852 3896 2588/+852 5403 3300
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