Financial Consultant
Divine Consultancy
- Company Industries:Financial Services
Job Information
- Post Date:2018-07-03
- Career Level:Entry Level
- Location:Not Specified
- Salary:HK$20,000 - 45,000 /month (includes high commissio
- Employment Type:Full Time, Permanent
- Job Function:Project Finance Marketing - Market Research Channel / Distribution
Job Description
Responsibilities:
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Provide sales and customer services support to high net-worth clients and the sales team
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Upkeep relationship with existing clients and promote cross-selling initiatives including traditional life products
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Provide sales administrative support including new business follow-up and maintain good record keeping
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Prepare sales materialsand relevant sales reports
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Communicate and coordinate operational activities with regional offices and business partners
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Assist in ad-hoc projects as assigned
Requirements:
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University graduate with degree in Economics, Business Administration or related discipline
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At least 3 years relevant working experience, preferably in banking or financial industry (less experience applicants will be considered as Relationship Officer)
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Good command in written and spoken English and Chinese. Fluent in Mandarin is advantage
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Computer literate in MS Office including Chinese word processing
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Customer focused, people-oriented, positive attitude, outgoing, proactive and good problem solving skills
Company Info
Our client is a financial advisory firm in Hong Kong, who is looking for energetic and pro-active candidates to provide professional advice and services to help customers investing in their future.
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