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We are seeking a highly motivated and customer-oriented Investment Counsellor / Insurance Specialist to join our client's expanding retail banking team based in Hong Kong. The successful candidate will provide tailored investment and insurance solutions to a broad portfolio of retail clients, aligning with their financial goals and risk appetite.
Key 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
Requirements:
- University degree in Finance, Economics, Business Administration or related disciplines
- At least 3 years of relevant experience in investment advisory and/or insurance within retail banking
- Holder of relevant qualifications such as HKSI Paper 1, 7, 8 and IIQE Paper 1, 2, 3 & 5
- Sound knowledge of investment and insurance products, with a proven sales track record
- Strong interpersonal and communication skills to interact effectively with clients and team members
- Self-motivated, result-driven, and customer-focused individual
- Fluency in Cantonese and English; proficiency in Mandarin is considered an advantage
This role offers excellent career development opportunities and a dynamic working environment. Candidates who demonstrate outstanding performance and commitment may be considered for future advancement opportunities within the team or wider retail banking network.
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