Wealth Management Relationship Advisor

ADECCO Personnel Limited; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

ADECCO Personnel Limited seeks a wealth management sales professional in Hong Kong to provide financial solutions and help clients achieve wealth targets.

Role involves identifying client needs through financial analysis and portfolio reviews, and cultivating long-term relationships while marketing and cross-selling bank products and services. English and Chinese (Putonghua) proficiency required.

Qualifications

• Degree in Business/Finance or related discipline.
• ECF-RWM qualification preferred.
• Minimum 3 years of sales experience in wealth management (including investment and insurance).
• Qualified to carry out regulated activities in insurance and investment.
• Self-motivated, customer-centric and able to work under pressure.
• Strong interpersonal, relationship management and communication skills.
• Fluent in English and Chinese, including Putonghua.

Responsibilities

• Provide financial solutions to customers to achieve business targets on wealth management (investment & insurance).
• Identify customer needs through financial analysis and portfolio review.
• Cultivate long-term relationships and explore new opportunities through marketing and cross-selling bank products and services.

Skills

Sales

Communication

Relationship Mgmt

Financial analysis

Cross-selling

Education

Degree in Business/Finance

ECF-RWM

Job description

ADECCO Personnel Limited seeks a wealth management sales professional in Hong Kong to provide financial solutions and help clients achieve wealth targets.

Role involves identifying client needs through financial analysis and portfolio reviews, and cultivating long-term relationships while marketing and cross-selling bank products and services. English and Chinese (Putonghua) proficiency required.