This role provides a unique opportunity for candidates to develop in-depth knowledge and experience in a variety of wealth management and insurance products.

Candidates will participate in our compulsory fast-track and comprehensive program. Throughout the program, candidates will gain experience in three core products, consisting of insurance, external asset management and banking / investment.

Job Responsibilities

• Promote a full range of wealth management products
• Participate in internal and external business development activities, discover innovative and popular financial products
• Establish and support clients’ financial needs and achieve sales targets
• Prospect and identify new leads and pitching to clients

 Job Requirements

• University graduate in Business Administration, Finance and / or related disciplines
• Basic knowledge of investment and financial products
• High level of customer-centric mindset and integrity with a dedication to delivering exceptional quality services for clients
• Willingness to learn and good teamwork, able to work independently and under pressure
• Fresh graduates are welcome. Experience in working in a financial service is an advantage

Personal data collected will be used for recruitment purpose only.

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。