Wealth Management Advisor
Creatom Consultancy Company
- Company Industries:Financial Services
Job Information
- Post Date:2022-06-17
- Career Level:Entry Level
- Location:Wan Chai
- Qualification:Degree
- Employment Type:Banking / Finance, Financial Services, Insurance,
- Job Function:Banking / Finance Financial Services Insurance Insurance Agent / Broker Sales &
- Benefits:Performance bonus, Five-day work week, Flexible working hours
Job Description
A career with fast growth
If you’re looking for a career that will give you plenty of opportunities to develop, join Creatom and your future will be rich with potential. Let’s build your career together! We are looking for a Wealth Management Advisor to provide professional advice for clients on asset management, wealth management and asset protection. You will be our clients’ trusted advisor in areas such as investments, cash flow and savings. Our wealth management advisor should be an effective communicator with interest in financial planning and relationship management
- Provide comprehensive wealth management advice to High-Net-Worth individuals and corporate clients.
- Develop market or explore long-term business relationship with potential customers.
- Provide tailor-made financial plans & Global investment portfolio management.
- Responsible for full range of financial consultancy services.
- Develop and expand existing network through customer relationship management.
- Lead team and implement strategic planning for team management.
We are looking for:
- A bachelor or associate degree, or a higher diploma is preferred
- Fresh graduates will also be considered
- Mature, self-motivated, hardworking and willing to learn
- Strong ethics, with a customer-oriented attitude
- Fresh graduates are welcome
- Fluent in Cantonese, and preferably Mandarin and English
What we can offer:
- 5-days work (Flexible working hours)
- Good Remuneration Package (Allowance+ Commission+ Performance Bonus)
- Promising career ladder and development opportunities
- Professional training program
- Diversified and Interesting team building activities
- Flexible working arrangement
Company Info
Kingkey Financial International is an asset and wealth management service provider with a focus on innovative and customized wealth planning solutions for high-net-worth individuals and families, as well as select institutions, including hedge funds and Listed Co. By working with partners across the financial ecosystem, we are dedicated to bring diversified, reliable products and lifetime wealth planning services for our customers. For more detailed information, please kindly visit our website: https://kkwm.com.hk
Creatom - one of the fastest growing districts in Kingkey Privilege Wealth Management Limited, which is a subsidiary of HK-listed Kingkey Financial International (Holdings) Limited (1468.HK). We are a team of like-minded
financial advisors endeavoring to provide professional wealth management services for our clients. We provide all-round services and integrate a full range of financial products including insurance, MPF, funds, corporate bonds and private banking services.
We value our staff and provide strong support for new joiners. As a team member, you will enjoy great career progression opportunities, flexible working hours, and a wide range of social activities.
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