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 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  Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferredHolder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred 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 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