Retail Wealth & Insurance Advisor

Gravitas Recruitment Group Hong Kong; Hong Kong; On-site; HKD 420,000 - 650,000; Full time

Job summary

Gravitas Recruitment Group Hong Kong is seeking a highly motivated Investment Counsellor / Insurance Specialist to join our expanding retail banking team in Hong Kong. You will provide tailored investment and insurance solutions to a broad portfolio of retail clients, aligning with their financial goals and risk appetite.

The role requires strong advisory skills, a proven sales track record, and the ability to conduct risk profiling, suitability assessments, and regular portfolio reviews while

Qualifications

• University degree in Finance, Economics, Business Administration or related disciplines.
• Experience in investment advisory and/or insurance within retail banking is required.
• HKSI Paper 1, 7, 8 and IIQE Papers 1, 2, 3 & 5 are preferred.

Responsibilities

• Provide professional investment counselling and insurance advice to retail clients.
• Assess clients’ financial objectives and match suitable wealth management solutions.
• Conduct risk profiling, suitability assessments, and regular portfolio reviews.
• Support the delivery of sales initiatives and campaigns within the branch.
• Maintain up-to-date knowledge of financial markets, insurance products, and relevant regulations.
• Ensure full compliance with internal guidelines, risk management policies, and industry regulations.

Skills

Investment counselling

Insurance advisory

Client relationship management

Sales track record

Communication skills

Bilingual Cantonese English

Education

Finance/Economics/Business degree

Job description

Gravitas Recruitment Group Hong Kong is seeking a highly motivated Investment Counsellor / Insurance Specialist to join our expanding retail banking team in Hong Kong. You will provide tailored investment and insurance solutions to a broad portfolio of retail clients, aligning with their financial goals and risk appetite.

The role requires strong advisory skills, a proven sales track record, and the ability to conduct risk profiling, suitability assessments, and regular portfolio reviews while