Your Duties:

• Focus on the development of current customers initiatives to provide full & one-stop service
• Private Wealth Management services to clients
• Monitor and analyze client's investment portfolios
• Handle clients' enquiries, monitoring, funds transfer, preparing marketing presentations etc.
• Liaise with committee to plan and execute various types of marketing events, in HK or in China.
• Maintain good relationship with prospects and clients in mainland China.
• Compile statistics for potential markets.

Job offers:

• Attractive Commission + Year-end Bonus + Excellent Fringe Benefits
• Well-structured and comprehensive professional Training Program
• Fintech tool support between clients and wealth planners.
• One year fast-track promotion program to Senior Manager / Assistant Unit Manager
• Support for Entry Level
• Overseas trips and Convention

If you are:

• Hong Kong Resident or IANG
• HKDSE or above qualification
• Mature & have good interpersonal skills
• Willing to learn
• Self-motivated & positive attitude
• Integrity & Enthusiastic
• Passionate

Interested candidates, please send your application and resume by clicking below button “Apply Now”. (Please quote above job title in your e-mail) call 9160 1418 (Ms. Yip) for further information.