The Wealth Management Manager & Financial Planner will have responsibilities that include:
Main Responsibilities / Deliverables:
• 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
Please send your resume information to hracfinancial@gmail.com
*All resume and application date will be kept confidential and used only for processing applications.