AVP, Investment Consultant (Insurance & Investment Solutions)
- Hong Kong
- Permanent
- Full-time
- Growing Team
- Competitive Offer
- Developing and implementing wealth management strategies tailored to client needs.
- Collaborating with internal teams to deliver comprehensive insurance and financial solutions.
- Building and maintaining strong relationships with clients and stakeholders.
- Analyzing market trends to identify new opportunities within the insurance wealth sector.
- Providing expert advice on wealth management products and services.
- Ensuring compliance with regulatory requirements and internal policies.
- Preparing detailed reports and presentations for senior management and clients.
- Driving business growth through strategic planning and execution.
- A strong academic background in finance, economics, or a related field.
- Proven expertise in wealth management within the banking and financial services industry.
- Excellent interpersonal and communication skills for client engagement.
- Proficiency in analyzing market data and financial products.
- A deep understanding of regulatory frameworks in Hong Kong.
- Strong problem-solving and decision-making abilities.
- A competitive salary package.
- Comprehensive benefits and professional development opportunities.
- A permanent position in a large organization within the professional services industry.
- A collaborative and supportive work environment located in Hong Kong.