Financial Adviser

  • Company

    Ross Human Directions - Hong Kong
  • Location

    China-Hong Kong
  • Compensation

    Market Rate
  • Position Type

    Employee
  • Employment type

    Full time
  • Updated

    03 Sep 2008
  • eFC Ref no

    457333
Our client is a Fortune 500 company based in Hong Kong. The company's wealth management business group caters to both major and emerging markets within the Asia Pacific Region. Due to expansion of their wealth management business the client is looking for:

1) Vice President - Team Leader     

- Min.10 years experience within the wealth management/IFA industry    

- Aum book size of USD +20 million and above (Fully Transferable)    

- Management Experience: Min 3 years experience in leading a team between 2-10 advisers    

- Current Earnings: in excess of HKD +1 Million per annum    

2) Senior Relationship Manager     

- Min.5 years experience within the wealth management/IFA industry     

- Aum book size of USD +10 million and above (Fully Transferable)    

- Management Experience: Min 1 year experience in leading a team between 1-2 advisers    

- Current Earnings: in excess of HKD +500K per annum 

3) Para-Planner (Adviser)    

- Min.1 year experience within the wealth management/IFA industry    

- SFC and CIB Qualified     

- To promote full range of financial service to customers     

- Immediate past annual income > HKD 300k per annum  

Candidates for all of the above post must:

  • Either be a permanent resident of Hong Kong or with valid work visa with their current employer
  • Experience in either product range: insurance (universal life, term insurance, general insurance, savings plan), portfolio bonds, mutual funds and private banking High Net Worth Solutions
  • Currently be employed with either an insurance company or a bank but within wealth management business unit or an IFA either local or expat based in Hong Kong or overseas returnees
  • Preferably agred  between 25-35 with a University degree
  • Matured, self-motivated, driven by both money and success and a team player

 Our client offers:

- Comprehensive professional training programs
- Monthly bonus + Special bonus + Year-end bonus
- Medical and life insurance coverage
- Overseas trips and Conventions Interested candidates can apply by sending their updated cv in word format along with a brief description of themselves,  their current remuneration and details of their client demographics to: noel.shearing@rossjuliaross.com

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