Description
Responsibilities & requirements:
- Highly motivated self-starter able to proactively assume responsibility and add value in designing and managing the distribution process.
- Currently hold or eligible to hold a RO type 1 and type 4 license.
- Strong Family Office & EAM network in HK and Asia with evidence of successful sales into these channels.
- Oversee and help to manage the overall dealing operations.
- Participate in the development of new products and business initiatives to ensure they meet all regulatory requirements.
- Provide training and support to staff on sales and compliance-related issues and promote a strong culture of compliance and ethics.
- Experience in working with HK licensed insurance agents would be extremely beneficial in this role.
- Fluency in English, Mandarin and Cantonese is required.
Qualifications
Education:
- Bachelor / Master's Degree.
- Minimum of 10 years of relevant experience in banking, insurance and/or financial services with at least 2 years of supervisory experience
- Wealth Management qualifications would be beneficial.