Investment Analyst
Sally International Co
- Company Industries:Insurance / Pension Funding
Job Information
- Post Date:2017-05-12
- Career Level:Entry Level
- Location:Not Specified
- Salary:HK$14,000 - 25,000 /month (includes high commissio
- Employment Type:Full Time, Permanent
- Job Function:Financial Analyst Investment Management
Job Description
Job duties and Responsibilities
- Work closely with Wealth Management to implement customer acquisition, retention and event based targeting strategies and campaigns across all channels and track their success
- Conduct regular investment portfolio review to concrete the customer relationship and to maintain professional advisory image
- Provide all-rounded financial services for client's investment needs
- Provide financial solutions to customers to achieve business targets on wealth management
- Identify client needs through financial analysis and portfolio review
Qualifications:
- University degree holder or above
- IANG candidates are greatly welcome
- Candidates with excellent analytical and communication skills
- Strong relationship building, interpersonal communication and presentation skills
- Proficient in written and spoken English and Cantonese or Mandarin
Attractive Remuneration:
- Attractive commission and performance bonus
- Comprehensive on-job training programs for professional advancement
Company Info
We look for entrepreneurial and top caliber candidates to join our professional team offer all-rounded protection and financial solutions including
different types of life insurance products, financial planning, saving management, retirement planning and children's education fund to clients.We are now inviting high caliber candidates to join our management team to meet our rapid growth in Hong
Kong and China.
Contact
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