Principal Wealth Management Manager/ Senior Sales Manager / Sales Manager
Continental Growth Wealth Management Limited
- Company Industries:Others
Job Information
- Post Date:2018-02-21
- Career Level:Middle
- Location:Not Specified
- Salary:Salary provided
- Employment Type:Full Time, Permanent
- Job Function:Investment Private Banking Financial Services
Job Description
About the Company:
Continental Growth Wealth Management Limited (CGWM) is the high-end private wealth management center of Fortune Fountain Capital Limited. Based in Hong Kong and facing clients all over the world, CGWM provides one-stop solutions covering financial and non-financial services. The client-centric business philosophy drives us to satisfy all-round clients' needs, and makes us the best partner helping them to achieve their wealth management goal in a long run. In financial area, the professional services provided by CGWM include insurance broker, legal advisory, tax consultancy, trust services, wealth management. In non-financial area, it includes immigration, overseas real estate, tailor-made travel, corporate jet and many other value-added services.
Responsibilities:
- Achieve business target on different financial and non-financial products.
- Proactively build and maintain business relationship with ultra-high net-worth clients in Mainland China. & Hong Kong
- Aim high: maximize new Total Asset Under Management (AUM) to the Company.
- Fully understand the client’s needs and objectives on financial products, provide good services and introduce respective suitable products to meet their needs.
- Assist the Team Head in implementing and executing strategic plans; and actively engage in business development activities.
- Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.
Requirements:
- Preferably a Degree holder or equivalent.
- Possess SFC and IIQE qualifications for marketing the Company’s products.
- 5 years or above of relevant experiences in serving high net worth individual customers in retail bank, private bank, or other asset management companies.
- Good interpersonal, problem solving and communication skills.
- Good command of written and spoken English and Chinese (Mandarin is a MUST).
Application:
- Interested parties please provide full resume with current and expected salaries together with availability
- All information collected will be kept in strict confidence for a period of 24 months and will be used for recruitment purpose only
- We regret only shortlisted candidates will be informed
Company Info
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