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KGI Financial Holding · Wanchai_KGISHK

# 【KGIHK / WM】Wealth Management - Investment Representative

Wanchai_KGISHK Finance & Accounting 

Listed on KGI Financial Holding’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.
[Apply on KGI Financial Holding’s careers site →](https://cdfh.wd3.myworkdayjobs.com/External/job/Wanchai_KGISHK/Wealth-Management---Investment-Representative_JR100044)

[OpenNash Jobs](https://jobs.opennash.com/) / [KGI Financial Holding](https://jobs.opennash.com/companies/kgi-financial-holding/) / 【KGIHK / WM】Wealth Management - Investment Representative

## Job description

Join us to build a leading financial company in Asia! Job Family 私人銀行專戶管理/Private Banking Account Management

### Main Duties and 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 Comply with internal/external regulations and guidelines Incumbent Requirement Form 7 or above HK SFC Type 1, 4 licenses Insurance Authority license 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 Proficiency in English, Cantonese and Mandarin Education – Degree / Field of Study Work Shift

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: Wanchai_KGISHK[Apply on KGI Financial Holding’s careers site →](https://cdfh.wd3.myworkdayjobs.com/External/job/Wanchai_KGISHK/Wealth-Management---Investment-Representative_JR100044)

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