Associate Wealth Manager 

Responsibilities:

• Provide professional financial analysis and solution for clients
• Plan and organize various sales promotion activities
• Develop and manage professional financial strategic
• Construct investment portfolio including Wealth Creation, Wealth Accumulation and Wealth Distribution
• Monitor and review investment portfolios performance of the business as a whole
• Develop and nurture long-term business relationship with clients and ensure consistent satisfaction
• Interface with clients to understand the business needs and explore service opportunities
• Prepare presentations and proposals for both internal and client usage 

Requirements:

• University graduate in Finance or related discipline, preferably a CFA holder
• At least 3-5 years relevant experience in Business Development
• Excellent communication skills, positive and responsible
• Corporate with team spirit and willing to face challenge
• Immediate availability preferred
  
  

Benefits:

• Generous and lucrative bonus (A monthly allowance plus attractive commission)
• Overseas trips & conventions plus excellent career path
• Excellent, well-structured and comprehensive in-house training programs which lead by our experienced and well recognized mentors
• Flexible working hour
• Comprehensive and well-structured development programs provided

***Only candidates authorized to work in Hong Kong will be considered***

Please note: 
Shortlisted candidates will be notified for interview within 4 weeks of the date of this advertisement. All personal data collected will be kept confidential and used for recruitment purposes only.