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Investment Analyst

Sally International Co

  • Company Industries:Insurance / Pension Funding

Job Information

  • Post Date:2018-07-23
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:Base salary + high commission
  • Employment Type:Full Time, Permanent
  • Job Function:Financial Analyst  Investment  Management  

Job Description

Job duties and Responsibilities

  • Work closely with Wealth Management to implement customer acquisition, retention and event based targeting strategies and campaigns across all channels and track their success
  • Conduct regular investment portfolio review to concrete the customer relationship and to maintain professional advisory image
  • Provide all-rounded financial services for client's investment needs
  • Provide financial solutions to customers to achieve business targets on wealth management
  • Identify client needs through financial analysis and portfolio review

Qualifications:

  • University degree holder or above
  • IANG candidates are greatly welcome
  • Candidates with excellent analytical and communication skills 
  • Strong relationship building, interpersonal communication and presentation skills
  • Proficient in written and spoken English and Cantonese or Mandarin

Attractive Remuneration:

  • Attractive commission and performance bonus
  • Comprehensive on-job training programs for professional advancement

Company Info

We look for entrepreneurial and top caliber candidates to join our professional team offer all-rounded protection and financial solutions including different types of life insurance products, financial planning, saving management, retirement planning and children's education fund to clients.We are now inviting high caliber candidates to join our management team to meet our rapid growth in Hong Kong and China.

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