Wealth Management Manager / Trainee
MFP Consultant Co.
- Company Industries:Insurance/Pension Funding
Job Information
- Post Date:2022-06-16
- Career Level:Entry Level
- Location:Quarry Bay
- Yr(s) of Exp:1 years
- Qualification:Degree
- Employment Type:Full Time, Permanent, Internship
- Job Function:Banking / Finance Financial Services Marketing / Public Relations Marketing - General / Support
- Benefits:Double pay, Free shuttle bus, Life insurance, Medical insurance, Performance bonus, Transportation allowance, Flexible working h
Job Description
Job Highlights:
- Professional and Comprehensive Financial Services Training & Workshop
- Participate in Events and Roadshow activities
- Leadership Training Program
- Small-Group Seminar Training
- Exclusive Morning Sharing Sessions
Responsibilities:
- Assess client's current financial situation and develop financial plan for client
- Provide a broad range of different products and assist clients in portfolio planning to meet their financial needs
- Seize the future through professional wealth planning to help people achieve their personal goals
- Provide updated financial market information, professional advice, and quality services to clients
- Responsible for the acquisition and relationship management of clients
- Acquire leadership and team management skills for future career development and progression to managerial level
Requirements:
- Degree holder in Finance, Economic, Business, or relevant disciplines would be advantage (Fresh graduates will also be considered)
- Minimum 1 year of relevant experience in financial institutions or wealth management sales
- High level of customer-centric mindset & integrity with a dedication to deliver exceptional quality services for customers
- High integrity, proactive with inspiration, good teamwork and interpersonal skills, able to work independently and under pressure
- Holder of IIQE Paper I and III licenses would be advantage
Benefits:
- Monthly Allowance + attractive package (commission + year-end bonus + business incentives)
- Professional training program (Initial training and On-Job training provided)
- Excellent Career Path to Management Ladder
- Life and Medical Insurance
- Sponsored oversea conventions and conferences
- Comprehensive fringe benefits
Company Info
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