Wealth Management Trainee
Resources and Development Consultancy
- Company Industries:Others
Job Information
- Post Date:2017-11-29
- Career Level:Entry Level
- Location:Not Specified
- Salary:Salary provided
- Employment Type:Full Time, Permanent
- Job Function:Financial Services Others Direct Sales
Job Description
Our client is one of the major financial institutions that offers consultation service in wealth management, comprehensive financial strategies as well as premium financing service to high networth asset clients throughout Hong Kong, Greater China and Asia Pacific Regions. They are looking for a role in market expansion and work closely with clients.
Job Description:
- To develop strong bonding with HNW clients who would benefit from comprehensive financial products as components of professional financial planning.
- Delivering to the clients the most competitive products tailored at the specific needs of the clients.
- On-going review of clients' financial portfolio.
Requirements:
- Bachelor degree or equivalent
- Relevant working experience in the banking / insurance broker / financial services industry is preferable
- Have working experience as Relationship Manager/ Client Services Manager is highly preferable
- Good communication skills and is a team player
Support:
- Comprehensive Training System for young professional to be junior management level in long term career development
- Support in professional qualification achievement
- Harmonious work environment
Company Info
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