Financial Wealth Manager / Trainee
Serquin Consultancy Service
- Company Industries:Financial Services
Job Information
- Post Date:2019-03-06
- Career Level:Entry Level
- Location:Tsim Sha Tsui
- Yr(s) of Exp:1 years
- Qualification:Degree
- Salary:HK$17,000 - 45,000 /month (negotiable)
- Employment Type:Contract, Full Time, Permanent
- Others:Recent Graduate will be considered
- Job Function:Financial Services Customer Service - Manager Wealth Management
Job Description
The Job:
- To acquire and retain new high net-worth clients
- To handle both individual and corporate accounts
- To constantly monitor clients’ investment portfolios, through a range of investment vehicles
- With high level of customer orientation with dedication to deliver exceptional and professional quality services to clients
Requirements:
- Minimum 2+ years’ work experience preferably in insurance, banking or IFA
- With proven track record in servicing high net worth clients.
- Mature, creative and dynamic individual who is also a team player
- Preferable with strong PRC background
- Must have good communication skills in Cantonese or Putonghua and English
We offer:
- Attractive welcoming offer and substantial production bonus
- Generous/uncapped commission package + year-end bonus + fringe benefits
- Strong support from a team of industry renowned and well recognized mentors
Company Info
About our Client
Our client is a aggressive player in the investment institution sector with a very strong foundations in China market. With expansion of sales team, multiple opportunities has aries for Business Development position within the Global Express domain.
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