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Wealth Management Manager

Choix Financial Company

  • Company Industries:Financial Services

Job Information

  • Post Date:2017-03-15
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:HK$20,000 - 30,000 /month (negotiable)
  • Employment Type:Contract, Full Time, Part Time, Permanent
  • Job Function:Accountant  Food & Beverage  Sales - Sales Management  

Job Description

We look for entrepreneurial and top caliber candidates to join our professional team to offer a comprehensive foundation on which to build a successful financial career in risk and wealth management especially in high net worth market.

 

Job Responsibilities

• Professional Financial Services Provision to Clients

• Wealth Management & Portfolio Advices

• Investment Planning

• Retirement Planning

• Risk Management Planning

• PRC Business & CIES (Capital Investment Entrant Scheme) Planning

 

Requirements

• Degree holder in all discipline (Fresh graduates will also be considered)

• Mature, self-motivated, hardworking and willing to learn

• Energetic and outgoing

• Good interpersonal and communication skills

• Fluent in Cantonese or Mandarin, and English

 

Benefits

• Monthly allowance plus attractive commission and performance bonus

• Comprehensive training programs for professional advancement

• Fast-track advancement opportunities.

• Excellent career path to management level

• Overseas trips and conventions

 

 

Interested candidates please submit application to us

 

All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available immediately upon request. AIA reserves the right to modify the terms and conditions of package offered.

Company Info

卓智公司 -- 多元資產管理服務 (www.choixhk.com)

卓智是一家業務迅速發展的多元化資產管理服務公司。與一群專業人士合作,包括銀行家、律師、會計師、等等,我們提供全面的金融產品和服務,以滿足香港和中國客戶的投資和財富管理需求。

由專業理財策劃顧問組成的「CHOIX卓智」,在法文是「選擇」的意思。就如我們的名字一樣,「CHOIX卓智」希望為客戶帶來優越的選擇,同時,也是理財策劃精英的最佳團隊選擇。

我們的願景:我們致力于發展國內市場,打造出一支熟悉「香港-國內」金融業務的專業團隊。業務範圍包括:保險、投資理財產品、基金管理、信託、投資移民等。

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