證券金融產品銷售

About the role

You will be responsible for promoting and selling securities-based financial products to clients, including investment funds, structured products, and wealth management solutions. You will provide professional advice based on clients' risk preferences and financial objectives. You will actively develop new client resources through telephone contact, face-to-face meetings, social platforms, and partnership channels to build and maintain a robust client network. You will regularly follow up with existing clients to understand their latest financial situation and changing needs, adjust asset allocation recommendations in a timely manner, and enhance client satisfaction and repeat business rates. You will accurately record client information, sales progress, and transaction details, and strictly comply with the company's internal compliance procedures and regulatory requirements of the Hong Kong Securities and Futures Commission (SFC). The company provides product training, compliance seminars, and sales skills workshops to continuously enhance financial knowledge, market analysis capabilities, and professional service standards.

Key responsibilities

• Promote and sell securities-based financial products including investment funds, structured products, and wealth management solutions
• Provide professional advice based on clients' risk preferences and financial objectives
• Actively develop new client resources through telephone contact, face-to-face meetings, social platforms, and partnership channels
• Build and maintain a robust client network
• Regularly follow up with existing clients to understand their latest financial situation and changing needs
• Adjust asset allocation recommendations in a timely manner to enhance client satisfaction and repeat business rates
• Accurately record client information, sales progress, and transaction details
• Comply with the company's internal compliance procedures and regulatory requirements of the Hong Kong Securities and Futures Commission (SFC)

About you

• Hold a recognised university bachelor's degree, with preference for majors in finance, economics, business administration, or related fields
• Hold Hong Kong Securities and Futures Commission licensed representative qualifications (such as Type 1 and/or Type 4 licences)
• Have 1 to 3 years of sales experience in the financial services industry
• Be familiar with Hong Kong local market operations and mainstream financial product characteristics
• Have a background working in banks, insurance companies, or licensed asset management companies
• Be able to conduct professional communication in English and Mandarin Chinese
• Possess good interpersonal communication skills, stress resilience, and goal-oriented mindset
• Be able to independently plan daily work priorities and effectively achieve sales targets
• Hold valid Hong Kong work qualifications, including Hong Kong Permanent Resident status, Top Talent Pass Scheme (TTPS), Quality Migrant Admission Scheme (QMAS), Non-local Graduate Admission Scheme (IANG), dependent visa, or other valid work permits

Benefits

• Flexible working hours: weekends off, effective work-life balance
• System growth training: pre-job, in-service, and advancement training covering products, marketing, and communication; regular courses in Hong Kong and visits to leading financial institutions
• Diverse incentive resources: domestic and international travel rewards, CFA/CFP exam sponsorship, overseas further education opportunities
• Clear promotion pathway: potential to develop towards business elite or co-director positions, focusing on the Pearl River Delta and Greater China region
• Comprehensive medical protection plan covering outpatient, hospitalisation, and basic dental services
• Statutory public holidays, paid annual leave, and sick leave; birthday leave and family care leave