Management Trainee/ Wealth Management Manager (Welcome IANG Fresh Graduate)
UHOPE
- Company Industries:Insurance / Pension Funding
Job Information
- Post Date:2018-07-09
- Career Level:Entry Level
- Location:Not Specified
- Salary:Base salary + high commission
- Employment Type:Full Time
- Job Function:Financial Services Business Development Student / Fresh Graduate / No Experience
Job Description
We are looking for:
- Degree holder in all discipline
- Mature, self-motivated, hardworking and willing to learn
- Experience in banking industry or background in mainlandwill be an advantage
- Excellent interpersonal and communication skills as well as good command of both written and spoken English and Chinese (Mandarin & Cantonese)
- Fresh Graduates are welcomed.
Responsibilities:
- Work with a team of professional Insurance Specialists
- Understand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios
- Manage clients’ finances and build their financial futures, hence to maintain friendly and long-lasting client relationships
- Construct investment portfolio including Wealth Creation, Wealth Accumulation and Wealth Distribution
- Prepare presentations and proposals for both internal and client usage
We offer:
- Performance-based incentives such as allowance, commission and bonus
- Industry and Company recognition, e.g., MDRT and etc.
- Continuous professional staff development under comprehensive training and mentorship program
- Excellent career pathand opportunity to develop your leadership and management skills
- CFA, CFP or AFP examinations resources and support with individual sponsorships
**Welcome all Hong Kong ID Card Holders, IANGvisaand Dependent visa holders**
If you're a talented individual looking for a friendly and professional working environment, simply APPLY NOW with your resume and expected salary.
All information provided by applicants will be treated in strict confidence, and used for recruitment purpose only.
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