Commission Sales Associate

Swiss Privilege; Hong Kong; Híbrido; HKD 300.000 - 520.000; Jornada completa

Descripción de la vacante

Swiss Privilege is seeking a Commission Sales Associate in Hong Kong’s Eastern District with hybrid work flexibility. You will identify prospective clients, present wealth management solutions, and build long-term relationships through regular follow-ups and reviews.

The role requires strong relationship-building, sales, and financial knowledge, with English and local language skills valued. You will be part of a client-focused team supporting onboarding and service delivery.

Formación

• Strong client relationship management, networking and interpersonal skills.
• Sales, negotiation and presentation abilities to explain wealth management and protection solutions clearly.
• Analytical and problem-solving skills to assess clients’ needs and propose solutions.
• Time management, organization and self-motivation to hit individual targets in a fast-paced, commission-driven role.
• Clear, professional English communication; local languages are a plus.
• Basic knowledge of financial products, insurance and wealth management; prior experience in financial services or sales is preferred.
• Comfort with digital tools and CRM systems to manage client information and support hybrid work.
• University education or above; certifications in insurance or financial planning are assets.
• English, Mandarin and/or Cantonese speaking.
• Will provide existing clients for newcomers.

Responsabilidades

• Identify and approach prospective clients and build a pipeline.
• Present wealth management and protection solutions to clients.
• Build and maintain long-term client relationships with regular follow-ups.
• Assess clients’ financial needs and explain products clearly.
• Prepare proposals and documentation for onboarding and service delivery.
• Coordinate with internal teams to ensure smooth onboarding and ongoing service.
• Work toward sales targets and stay informed on market trends and offerings.
• Attend training sessions, meetings and occasional client events.

Conocimientos

Client relationship

Sales & negotiations

Analytical skills

Time management

English communication

Financial knowledge

CRM tools

Education & certifications

Languages

Client provisioning

Educación

University education

Insurance/financial planning certs

Herramientas

CRM systems

Descripción del empleo

Company Description

Swiss Privilege, established in 1995, is a leading wealth management firm with a long-standing presence in the financial services industry. As a member of the renowned AXA Group, Swiss Privilege is backed by a global leader that serves over 1.55 million customers in Hong Kong and Macau. Together with AXA Hong Kong and Macau, the company offers comprehensive life, health, property, casualty, wealth management, and retirement solutions. Swiss Privilege focuses on helping individuals and businesses achieve long-term financial stability and prosperity, supported by strong corporate governance and a clear data privacy policy.

Role Description

This is a full‑time Commission Sales Associate role based in Eastern District, with a hybrid work arrangement that allows some work‑from‑home flexibility. The Commission Sales Associate will identify and approach prospective clients, present suitable wealth management and protection solutions, and build long‑term relationships through regular follow‑up and reviews. Day‑to‑day responsibilities include assessing clients’ financial needs, explaining products and services clearly, preparing proposals and documentation, and coordinating with internal teams to ensure efficient onboarding and service delivery. The role also involves achieving sales targets, staying informed about market trends and company offerings, and participating in training sessions, meetings, and occasional client events.

Qualifications

• Strong client relationship management, networking, and interpersonal skills for developing and maintaining a portfolio of clients.
• Sales, negotiation, and presentation abilities to explain wealth management and protection solutions clearly and persuasively.
• Analytical and problem‑solving skills to assess clients’ needs, interpret financial information, and propose appropriate solutions.
• Time management, organization, and self‑motivation to work toward individual targets in a fast‑paced, commission‑driven environment.
• Clear and professional communication skills in spoken and written English; proficiency in local languages is an advantage.
• Basic knowledge of financial products, insurance, and wealth management; prior experience in financial services or sales is preferred.
• Comfort with digital tools and CRM systems to manage client information and support hybrid work arrangements.
• University education or above; relevant certifications in insurance or financial planning are an asset.
• English, Mandarin and/or Cantonese speaking
• Will provide exisiting clients for new comers