Banking / Finance

Marketing and Sales - Wealth Management Manager&Financial Planner Full time


The Marketing and Sales - 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

       
    Remuneration
    • 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)

    HONG KONG RESIDENT ONLY

     

Overview

  • Location: Eastern Area
  • Job Title: Banking / Finance
  • Posted at: 2020-07-09 17:12:26
  • Work Experience: 0-1 year
  • Education Levels: Degree
  • Employment Type: Full time
  • Career Levels: Middle
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