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High-Net-Worth-Market Consultant

Choix Financial Company

  • Company Industries:Financial Services

Job Information

  • Post Date:2014-02-13
  • Career Level:Middle
  • Location:Tsim Sha Tsui
  • Yr(s) of Exp:5 years
  • Qualification:Non-Degree Tertiary
  • Employment Type:Contract, Full Time, Part Time, Permanent
  • Job Function:Private Banking  Business Consultancy  Sales - Sales Management  
  • Benefits:Dental insurance  Education allowance  Five-day work week  Flexible working hours  Life

Job Description

We look for entrepreneurial and top caliber candidates to join our professional team to offer a comprehensive foundation on which to build a successful financial career in risk and wealth management especially in high net worth market.   

Job Responsibilities

  • Providing professional advices on mega life insurance, wealth management and overall family's financial advice
  • Providing pension services
  • Developing future business opportunity by maintaining good relationship with clients

Requirements

  • University degree, or with other professional designations
  • Mature, proven record of minimum 2 years' work experience, preferably in banking, finance, sales, marketing, management field or as a business owner
  • Good communication and interpersonal skills
  • Excellent self-motivation and able to work independently
  • Hong Kong permanent resident or PRC with one-way permit

Benefits

  • Monthly allowance plus attractive commission and performance bonus
  • Comprehensive training programs for professional advancement
  • Fast-track advancement opportunities.  

Interested candidates please submit application to arnold.lai@choix.com.hk.

ALL personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available upon request.



Company Info

卓智公司 -- 多元資產管理服務 (www.choixhk.com)

卓智是一家業務迅速發展的多元化資產管理服務公司。與一群專業人士合作,包括銀行家、律師、會計師、等等,我們提供全面的金融產品和服務,以滿足香港和中國客戶的投資和財富管理需求。

由專業理財策劃顧問組成的「CHOIX卓智」,在法文是「選擇」的意思。就如我們的名字一樣,「CHOIX卓智」希望為客戶帶來優越的選擇,同時,也是理財策劃精英的最佳團隊選擇。

我們的願景:我們致力于發展國內市場,打造出一支熟悉「香港-國內」金融業務的專業團隊。業務範圍包括:保險、投資理財產品、基金管理、信託、投資移民等。

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