Private Wealth Manager

  • competitive
  • Hong Kong
  • Permanent, Full time
  • Fortune Fountain Capital Limited
  • 16 Feb 19

Silver Fountain Financial Services Limited is a professional insurance brokerage firm Trained to be a Family Office / Private Wealth Expert

Responsibilities:

  • Trained to be a Family Office / Private Wealth Expert;
  • Prospecting Clients assigned by the Company;
  • Developing own customer network;
  • Sales Materials, e.g. PPT, e-leaflet, etc.;
  • Participating in marketing events;
  • Wealth Proposals to High-Net-Work Clients.

Our Services Range extended from Wealth Management:

  • Family Office to Private Clients
  • Universal Life and Premium Financing
  • Life & General Insurance
  • Trusts and Offshore Accounts
  • Investment Planning (Stock & Funds)
  • Immigration Consultancy

 Remuneration

  • Monthly Basic Salary HK$15 ~ 20K (HK$10K for Assistant Private Wealth Manager).
  • High (45%~65%) commission split.
  • Client Prospects are provided.
  • Intensive Training by experienced business development mangers, CFA Charterholders, FRM, etc.

 Requirements: 

  •   Tertiary Educated would be an advantage. 
  •  Qualified to register for the SFC Regulated Activities Type 1.
  •  Qualified to register as an Insurance Technical Representative.
  •  Business Generation Ability
  •  Legitimate to work in HK (e.g. HKID, IANG, etc.)

 Application:

  • Interested parties please provide full resume with current and expected salaries together with availability
  • All information collected will be kept for a period of 24 months and will be used for recruitment purpose only
  • We regret only shortlisted candidates will be informed