Role outline

This role offers training and opportunities to gain experience in key business areas of the company. It is an influential role in ensuring consistent and prompt servicing to our valued clients.

This role is expected to understand and introducing the firm’s services, including Investment Consultation, Protection Planning, Asset Allocation Management to prospects and maintain a well relationship with existing clients.

Responsibilities

• Business trips to major large cities in China (e.g. Guangzhou, Shanghai, Beijing, etc.)
• Organize investment seminars in China and establish networks with top class clients
• Business-to-Business(B2B)-based strategic sales
• Provide a full range of financial services, such as Risk Management, Portfolio Management, Asset Management
• Provide investment consultancy services, monitor the financial status of the clients and propose tailor-made solutions which satisfy their needs
• Establish your customer portfolio and your own career
• Asset creation, accumulation, and distribution
• Marketing research and strategic planning to fulfill the company's targets
• Regularly follow up and offer quality after-sales services to maintain customer relationships

Offer

• 5-days working week
• Prosperous, transparent and fast-track career path
• Comprehensive and professional training programme is provided including mentorship support and leadership workhouse

Requirements

• Outstanding interpersonal and communication skills as well as outstanding bilingual oral and written abilities in English and Chinese (Mandarin is an advantage)
• Challenge-seekers who are ambitious to succeed