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Sales Manager / Wealth Management Manager **URGENT**

Choix Financial Company

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-06-13
  • Career Level:Middle
  • Location:Tsim Sha Tsui
  • Yr(s) of Exp:4 years
  • Qualification:Degree
  • Employment Type:Full Time, Permanent, Contract
  • Job Function:Sales  CS & Business Devpt  Customer Service - Supervisor / Officer  Property / Real Estate &
  • Benefits:Education allowance, Gratuity, Life insurance, Medical insurance, Performance bonus, Five-day work week

Job Description

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
A competitive remuneration package commensurate with the successful candidates' experience and qualifications will be offered. Please apply with full resume stating present and expected salary.  Click "Apply Now" to submit your application.

Personal data collected will be used for recruitment purpose only.

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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