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Financial Planner

Heaven

  • Company Industries:Others

Job Information

  • Post Date:2017-02-10
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:HK$20,000 - 45,000 /month (includes high commissio
  • Employment Type:Full Time, Permanent
  • Job Function:Project Finance  Marketing - Market Research  Channel / Distribution  

Job Description

Responsibilities:

  • Provide sales and customer services support to high net-worth clients and the sales team
  • Upkeep relationship with existing clients and promote cross-selling initiatives including traditional life products
  • Provide sales administrative support including new business follow-up and maintain good record keeping
  • Prepare sales materialsand relevant sales reports
  • Communicate and coordinate operational activities with regional offices and business partners
  • Assist in ad-hoc projects as assigned  

Requirements:

  • University graduate with degree in Economics, Business Administration or related discipline
  • At least 3 years relevant working experience, preferably in banking or financial industry (less experience applicants will be considered as Relationship Officer)
  • Good command in written and spoken English and Chinese. Fluent in Mandarin is advantage
  • Computer literate in MS Office including Chinese word processing
  • Customer focused, people-oriented, positive attitude, outgoing, proactive and good problem solving skills

Company Info

 

Our client is a Hong Kong Listed Company, who is looking for energetic and pro-active candidates for its rapid expansions in Hong Kong and China.

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