Principal responsibilities Provide financial planning services to high-net-worth, mainlander and offshore customers Provide personalized service for these segment customers to build and maintain good relationships Promote investment, insurance and banking products for optimizing new business opportunities Manage operational risk and observe the relevant policies /guidelines and compliance requirements

Qualifications - External University level education is an advantage OR HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience 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 two years' experience in selling investment, insurance and banking products Experience in handling offshore and mainlander segment will be an advantage Strong sales and customer orientation, with good communication and interpersonal skills Strong self-motivation and ability to work under pressure High proficiency in Mandarin is a MUST. Good command of Cantonese and English is an advantage Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred