Financial Services Consultant

Acuma Hong Kong; Hong Kong; On-site; HKD 421,000 - 738,000; Full time

Job summary

Acuma Hong Kong is seeking an ambitious individual to join our Financial Sales team in Hong Kong. You will present cutting-edge investment offerings to prospective clients, shaping their financial futures and building your own path to success.

You’ll conduct market research, pursue new business, and manage existing clients across a defined territory with daily coaching and comprehensive induction training to help you grow professionally.

Qualifications

• Market research into country, demographics and client needs to add value in every interaction.
• New business development and管理 existing clients across a defined territory.
• Strong communication skills to engage with diverse backgrounds.
• Ambitious and driven to succeed, with autonomous work style.
• Training-oriented mindset with willingness to develop wealth management knowledge.

Responsibilities

• Present cutting-edge investment offerings to prospective clients.
• Shape clients' financial futures and build your own career path.
• Develop and maintain client relationships through the defined territory.
• Collaborate with team to leverage in-house products and fintech services.

Job description

Acuma Hong Kong are on the hunt for an ambitious individual to join our dynamic Financial Sales team. As we expand and thrive in the fastest-growing market, we invite you to be part of our success story. Imagine presenting cutting-edge investment offerings to prospective clients, shaping their financial futures, and building your own path to success. If you’re driven, passionate, and eager to make an impact, this opportunity is tailor-made for you. Join us and let’s redefine wealth management together!

The role entails:

• Conducting market research into the country, demographics, and clients’ needs to ensure that every client interaction adds value first.
• Be responsible for a combination of new business development and managing existing clients across a defined territory.

Successful individuals will be provided with:

• A first class learning and development platform to help further professional development and qualifications.
• Comprehensive induction training to allow you to transfer existing experience.
• Daily training sessions from your allocated manager on sales, client relationship skills and wealth management to ensure you grow on a professional level daily.
• Market leading rewards, incentives, and bonus structures (Uncapped, tax free GBP earning potential)
• Access to market leading unique in-house products and fintech services, along with many global funds available through Institutions and Investment Banks

You will need:

• The ability to manage your time efficiently and autonomously.
• To be a strong communicator, capable of engaging with people from all backgrounds.
• To be highly ambitious and driven to be successful.
• To be a proactive individual who enjoys taking responsibility for your performance.

Experience in the following fields would be considered an asset: