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Cdfh

【KGIHK / WM】Wealth Management - Investment Representative

Wanchai_KGISHK

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hirly's read of this role

Seniority
Mid level
Country
HK
Work mode
On-site / unstated
First seen by hirly
3 Oct 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Join us to build a leading financial company in Asia!

Job Family

私人銀行專戶管理/Private Banking Account Management

Job Description

Main Duties and Responsibilities

  • Achieve business targets in revenue and AUM
  • Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
  • Conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
  • Be proactive in client acquisition
  • Comply with internal/external regulations and guidelines

Incumbent Requirement

  • Form 7 or above
  • HK SFC Type 1, 4 licenses
  • Insurance Authority license is a plus
  • Minimum 3 years' relevant experience in financial industry
  • Sales-oriented with proven sales record and performance
  • Good client network
  • Good knowledge of financial products and markets
  • Good communication, interpersonal skills
  • Proficiency in English, Cantonese and Mandarin

Education – Degree / Field of Study

Work Shift

Original posting on Cdfh's site ↗

Listed on hirly, a job board. hirly is not the employer: Cdfh is hiring for this role.

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