Investment Representative, Wealth Management

  • Negotiable
  • Hong Kong
  • Permanent, Full time
  • KGI Hong Kong Limited
  • 09 Nov 17 2017-11-09

Founded in 1988, the KGI Group is a multi-faceted, pan-Asian financial services group that thrives on providing the highest standards of service to its clients. The KGI Group prides itself on utilizing unsurpassable integrity and professionalism, prudence in its judgments and reliance on the security of a well-resourced institution to provide this service to its clients. Your No.1 Choice for Global Investment and Financial Services

Responsibilities

  • Promote tailor-made financial solutions to clients, with wide range of financial tools including equities, futures, bonds, funds as well as insurance products
  • Expand clientele and maintain good relationship to meet sales target
  • Regularly review client's needs and investment portfolio

Requirements

  • Form 7 or above
  • Holder of SFC RA1, RA4 license. A technical representative under PIBA is a plus
  • Minimum 3 years' relevant experience in securities brokerage house or insurance/insurance broker company
  • Sales-oriented with good client network
  • Good knowledge of financial products and markets
  • Good communication, interpersonal skills
  • Language proficiency in English and Chinese

For more details about career opportunities in KGI, please visit our website: http://www.kgieworld.com/Careers.aspx?sc_lang=en

Please send application with resume and expected salary quoting the job reference to mailto:jobs.wm@kgi.com jobs.wm@kgi.com or mail to HR Department, 41/F Central Plaza, 18 Harbour Road, Wanchai, Hong Kong

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