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.

Overview

  • Location: Eastern Area
  • Job Title: Banking / Finance Management Marketing / Public Relations Professional Services Others
  • Posted at: 2020-11-03 20:25:40
  • Work Experience: 0-1 year
  • Education Levels: Degree
  • Employment Type: full-time
  • Career Levels: Middle
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