AVP, Investment Consultant (Insurance & Investment Solutions)

Michael Page

  • Central, Hong Kong
  • Permanent
  • Full-time
  • 1 day ago
The hiring company is a well-established, large organization within the professional services industry, focused on delivering innovative solutions to clients in the banking and financial services sectors.As an AVP, Wealth Investment Consultant (Insurance & Investment Solutions), you will play a key role in driving the growth and development of wealth management solutions for clients within the professional services industry.Client DetailsThe hiring company is a well-established, large organization within the professional services industry, focused on delivering innovative solutions to clients in the banking and financial services sectors. Their commitment to excellence ensures a supportive environment for professional growth.DescriptionAs an AVP, Wealth Investment Consultant (Insurance & Investment Solutions), your main responsibilities will include:
  • 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.
ProfileA successful candidate should have:
  • 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.
Job Offer
  • 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.
If you are ready to advance your career in the banking and financial services sector, we encourage you to apply for this exciting position today!To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Jane Tham on +852 2848 4798.

CTgoodjobs