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We are seeking a highly motivated and customer-focused Investment Counsellor / Insurance Specialist to join our client's Retail Banking team based in Hong Kong. The successful candidate will be responsible for delivering professional investment and insurance advisory services to a diverse portfolio of retail banking clients.
Key Responsibilities:
- Provide accurate and customised investment and insurance advice to retail customers
- Develop and maintain strong client relationships through regular review of portfolios and financial plans
- Promote a full range of wealth management products including unit trusts, bonds, equity-linked products, life and general insurance plans
- Meet sales targets while adhering to regulatory and internal standards
- Work closely with Relationship Managers to identify cross-selling opportunities
- Ensure all advisory and sales activities comply with relevant compliance policies
- Participate in market updates, training programmes, and product briefings
Requirements:
- University degree in Finance, Economics, Business, or a related discipline
- Minimum of 3 years' experience in investment or insurance advisory, preferably within the retail banking sector
- Licensed to carry out Type 1 and Type 4 regulated activities under the Hong Kong SFC and registered with the Insurance Authority
- Excellent knowledge of wealth management products, market movements, and investment strategies
- Strong interpersonal and client-facing skills with a proactive and driven approach
- Fluency in English, Cantonese, and preferably Mandarin
- High level of integrity and professionalism with strong sales and presentation capabilities
This is an excellent opportunity for individuals looking to grow their careers in a dynamic and client-centric environment. If you are passionate about delivering outstanding financial solutions and value continuous improvement, we welcome you to apply.
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