Wealth Management Officer (Sales) – Staff Position

Phillip Securities Group

  • Central and Western District, Hong Kong
  • Permanent
  • Full-time
  • 2 days ago
Why limit yourself
When you can be widely different?Phillip Securities Group is one of the members of PhillipCapital. PhillipCapital founded in 1975 in Singapore, our member companies operate in 16 financial hubs, with offices in Singapore, Hong Kong, China, US, Japan, UK, France, Australia, Malaysia, Thailand, Indonesia, Sri Lanka, Turkey, India, Cambodia and Dubai. Currently, we have more than 3,500 staff in Asia and Europe with total shareholders’ fund in excess of US$1 billion.In Hong Kong, our group of companies include Phillip Securities (HK) Ltd, Phillip Commodities (HK) Ltd, Phillip Capital Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance (HK) Ltd, Phillip Institute of Finance Learning Co Ltd and CyberQuote (HK) Ltd.We offer a full range of financial services which include asset management, bond and securities broking, futures & options, foreign exchange, unit trusts, insurance, investor education and investment research. With a strong financial position and together with a 600+ dynamic sales force to provide high standard professional services to our clients, we are now one of the most fully fledged financial services firms in Hong Kong.At Phillip, we provide you the necessary platform to scale to greater heights. If you have the drive and aggressiveness to go the extra mile, the opportunity awaits you. Don't miss the chance to advance your career with us!For more information, please visit our website at www.poems.com.hk.We are looking for motivated, success-driven, experienced insurance agents and individuals who are transitioning into a new career stage or seeking to change fields of jobs to join our Wealth Management Dealing Team in a staff position. We provide various wealth management products, including equities, futures contracts, and insurance products. This is an excellent opportunity to move onto a new stage of career in a supportive, stable, and professional environment that values development and success.Job Responsibilities:Your main responsibilities will include, but are not limited to:
  • Proactively reaching out to clients maintaining strong relationships to ensure clients satisfaction and retention.
  • Prospect and generating leads through various channels to expand the client base.
  • Provide personalized investment advice to clients investing across a wide range of wealth management products to achieve their financial objectives.
  • Hosting seminars and workshops to educate investors on wealth management strategies, risk management, and the latest financial products.
Preferred Qualifications:We are seeking candidates who meet the following criteria:
  • Proven work experience as an Insurance Agent or in a similar role.
  • Knowledge of various insurance products and policies.
  • Holding an HKSI LE and/or IIQE qualification (or equivalent) is preferred.
  • Strong sales abilities and able to meet sales targets.
Why Join Us:
  • A staff position with performance bonuses and a staff benefits package.
  • A big clientele base and a wide range of financial products to tap on and develop your sales and marketing expertise.
  • A long-term career development opportunity.
  • A supportive teamwork environment with comprehensive training.
  • Different software systems or platforms to assist and enhance your work.
If you have the required qualifications and share our enthusiasm for wealth management, we encourage you to apply for this staff position. Join us and take your career to the next level!“All personal data collection is for recruitment purposes. The data provided by job applicants will be used strictly in accordance with the employer's personal data policies, a copy of which will be provided immediately upon request.”

CTgoodjobs