VP/ AVP – Wealth Management & Financial Planning (Broker) (30k to 60k + comm +b)

Job title: VP/ AVP – Wealth Management & Financial Planning (Broker) (30k to 60k + comm +b)

Company: Lloyd Karson International Limited


Job description: The client is listed financial services broker with business in stock and futures trading, wealth management, investment banking services and asset management services. Under their Wealth Management unit, they are currently looking for a VP/ AVP – Wealth Management & Financial Planning (Broker) (HKD30k to 60k + commission + bonus) join their team.Responsibilities:

• Build & Drive sales teams for business development
• Develop and nurture relationships with High-Net-Worth clients
• Formulate, develop and execute total wealth plans and propositions of different types of investment and insurance products and services across client segments and channels
• Conduct and strengthen clients’ needs in wealth planning and portfolio management

Requirements:

• Bachelor’s degree or equivalent with qualifications
• Certification with IIQE 1,2,3
• Certification with HKSI 1,7,8 is a plus
• At least 8 years’ frontline sales experience in financial planning, investment and/or wealth management, with proven exposure in handling high net worth (HNW) clients or MCVs.
• Strong knowledge of wealth management & insurance products
• Experience building a sales team is a plus
• Excellent command of English and Mandarin
• Candidate with business network in GBA is an advantage
• Employer is willing to apply working visa if necessary

If you are interested with this VP/ AVP – Wealth Management & Financial Planning (Broker) (HKD30k to 60k + commission + bonus) role or find out more, please click “APPLY NOW” or send your resume to arthurwong(at)lloydkarson.com quoting the reference: 1535785All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

Expected salary: HKD30000 – 60000 per month

Location: Admiralty, Hong Kong

Job date: Wed, 26 Feb 2025 08:35:58 GMT

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