Principal responsibilities Provide professional financial planning services to high-net-worth / top-tier Prestige Signature customers Provide personalized and all-rounded wealth management service for this segment of customers to build and maintain good relationships Promote holistic wealth management service for optimizing new business opportunities Assist the team head in providing coaching to Relationship Managers Manage operational risk and observe the relevant policies / guidelines and compliance requirements     Principal responsibilities Provide financial planning services to high-net-worth customers Provide personalised service for this segment of customers to build and maintain good relationships Promote investment, insurance and banking products for optimising new business opportunities Manage operational risk and observe the relevant policies /guidelines and compliance requirements 

Qualifications - External University degree in a related discipline OR professional qualifications such as CFA, CFP or CFMP is preferred Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance Minimum of five years' experience in selling investment, insurance and banking products Strong sales and customer orientation, with good communication and interpersonal skills Strong self-motivation and ability to work under pressure Proficiency in both English and Chinese, with proficiency in Putonghua an advantage High level of customer centricity mindset and ability to manage complex interactions effectively Shown strong situation awareness, strong desire to learn and able to work in Agile environment Be curious and with passion to think deeply and rationally