職位空缺

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職位空缺
To cope with our strategic plan to strengthen the regional presence of KGI in the Greater China region, KGI is now actively seeking for a number of high caliber professionals.

Responsibilities:

  • Achieve business targets in revenue and AUM
  • Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
  • Conduct regular portfolio review and re-balancing with clients to identify clients’ needs and offer suitable products recommendations
  • Be proactive in client acquisition

Requirements:

  • College or University and above
  • Holder of SFC RA1, RA4 license. A technical representative under PIBA is a plus
  • Minimum 3 years’ relevant experience in financial industry
  • Sales-oriented with proven sales record and performance
  • Good client network
  • Good knowledge of financial products and markets
  • Good communication, interpersonal skills
  • Language proficiency in English and Chinese

Responsibilities:

  • Analyze markets and formulate investment strategies
  • Construct model portfolios and asset allocation recommendations
  • Make recommendations and provide advice on investment products according to market trends
  • Coach, promote and support sales in the use of different investment products and tools
  • Work pro-actively and closely with sales team on clients’ portfolio re-balancing advice and attend clients’ meetings

Requirements:

  • Degree holder and preferably CFA Charterholder
  • Minimum 5 – 7 years’ working experience in the wealth management advisory area or front-line sales
  • Sound knowledge on financial markets and investment products e.g. funds, bonds and structured products
  • SFC and PIBA licenses will be required
  • Self-confidence with strong presentation and communication skills
  • Language proficiency in English and Chinese

Responsibilities:

  • Promote tailor-made financial solutions to clients, with wide range of financial tools including equities, futures, bonds, funds as well as insurance products
  • Expand clientele and maintain good relationship to meet sales target
  • Regularly review client’s needs and investment portfolio


Requirements:

  • Form 7 or above
  • Holder of SFC RA1, RA4 license. A technical representative under PIBA is a plus
  • Minimum 3 years’ relevant experience in securities brokerage house or insurance/insurance broker company
  • Sales-oriented with good client network
  • Good knowledge of financial products and markets
  • Good communication, interpersonal skills
  • Language proficiency in English and Chinese

Please send application with resume and expected salary quoting the job reference to jobs.wm@kgi.com or mail to HR Department, 41/F Central Plaza, 18 Harbour Road, Wanchai, Hong Kong.

Information provided will be treated in strict confidence and will only be used for recruitment related purposes. All personal data of unsuccessful applicants will be destroyed within six months after the completion of recruitment process.

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