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Banking / Finance Insurance Management Sales, CS & Business Devpt

Wealth Management Manager&Financial Planner full-time

The Wealth Management Manager&Financial Planner will have responsibilities that include:

    Main Responsibilities include:
    Provide the one-stop wealth management services to the clients, such as the risk and investment products or other banking services

    •build up and enhance the client relationship
    Review clients' risk and the investment portfolio regularly
    Resolve the clients enquiries and provide the solutions
    Review the sales tactics with the Senior Manager
    Organize the investment seminar and worksite market
    Provide the market and investment presentation to the team.

Job Requirment

    • Qualifications:
      • Degree Holder, preferably in business, finance, marketing or related subjects
      • Fresh graduates will also be considered
      • Hong Kong Residents Only
      • Strong communication, interpersonal and presentation skills
      • Working under pressure and strong team spirit
      • Hardworking

      • Guarantee basic monthly income
      • Plus Commission and Regular year end bonus
      • Plus Special bonus
      • Tailed- made package plus incentive and year-end bonus
      • Special allowance for housing, oversea trips and car park
      • Professional Training, e.g. Wealth management, Financial and Retired planning, Financial Products and services
      Fast track program to management level ( within 1 year)




  • Location: Eastern Area
  • Job Title: Banking / Finance Insurance Management Sales, CS & Business Devpt
  • Posted at: 2020-09-10 14:41:02
  • Work Experience: 0-1 year
  • Education Levels: Degree
  • Employment Type: full-time
  • Career Levels: Entry Level

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