Investment Consultant
RenfrewHugh Solutions Co.
- Company Industries:Others
Job Information
- Post Date:2019-06-17
- Career Level:Entry Level
- Location:Quarry Bay
- Qualification:Degree
- Salary:Salary provided
- Employment Type:Full Time, Permanent
- Job Function:Asset Management
- Benefits:Five-day work week, Life insurance, Medical insurance, Performance bonus, Transportation allowance
Job Description
Job Responsibility:
Provide portfolio management to company clients;
Provide excellent service and professional advice to client;
Identify new business opportunities & build long term relationship with clients;
Develop the business of commercial accounts;
Provide finance market research and analysis;
Develop new business prospects and referrals through business partnership;
Deliver high standard of services and build relationship with Bank partners and direct customers;
Serve clients and offer financial planning / solutions to cater for their financial needs;
Support the growth of Team by developing / exploring new direct distribution channels;
Prepare and implement marketing and sales program;
Ensure excellent customer service quality;
Achieve goals of portfolio growth and sales / business target set for the Division;
Involve in strategic planning and execution of business plans;
Facilitate legal and operational compliance of all business activities;
Be familiar with regulatory requirements, and to ensure full compliance with internal and external requirements on relevant regulated activities;
Provide quality market path training for your teammates;
Meet with client and overseas trip will be needed; &
Candidate with more relevant experience will be considered.
Offer
Attractive salary with competitive remuneration plus attractive bonus;
Comprehensive on the job training and coaching;
Professional investment & research team support; &
Overseas exposures and convention.
People we are looking for
Preferably Bachelor Degree or above;
High discipline, positive attitude and able to work under pressure;
Excellent interpersonal and presentation skills;
Solid sales experience from financial institutions, providing professional advice to clients, ideally with experience working in a Wealth Management environment;
Strong self-motivation, proactive and sales-oriented;
Good level of verbal English and Cantonese, with Putonghua an advantage; &
Mainland China Fresh graduates with IANG VISA are welcome.
Company Info
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