Our Client offers training and opportunities to gain experience in key areas of the company. It is an influential role in ensuring consistent and prompt servicing to our valued customers.

This role introduces the firm’s services, including Investment Consultation, Protection Planning, Asset Allocation Management to prospects and maintain a well relationship with existing clients.

Job responsibilities

• Work with the Risk or Wealth Management team to implement customer acquisition, retention and event based targeting strategies and campaigns across all channels
• Provides proactive personalized service including transaction execution of financial products, assists clients on cash flow management, inquiries, investment and account monitoring
• Assists Seniors in preparation for client meetings and marketing trips and preparation of materials to new clients, and post-meeting follow-up including execution of client instructions and preparation of product proposals
   

Support

• Well-structured supporting departments on market data collections, product development, comparisons of business plans from well-known financial institutions.
• Comprehensive training is offered at various stages throughout on-the-job training. Areas include financial knowledge, product comparisons, practical skills on planning, portfolio management and business developing. 

Requirements 

• Good Communication skills and able to work under pressure
• Great team player with excellent interpersonal skills
• Fluency in English, Mandarin and Cantonese will be a plus
• At least 5 years of working experience ( Customer-facing experience will be preferred)

 Offer

• 5 days work week, medical benefits
• Pre-job orientation program and on-job trainings
• Overseas convention incentives and awards offered to well-performing player