Hybrid Commission Wealth Advisor – Sales & Client Growth

Swiss Privilege; Hong Kong; Ibrido; HKD 300.000 - 520.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Client relationship

Sales & negotiations

Analytical skills

Time management

English communication

Financial knowledge

CRM tools

Education & certifications

Languages

Client provisioning

Formazione

University education

Insurance/financial planning certs

Strumenti

CRM systems

Descrizione del lavoro

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.