Wealth Management Manager
INTELLECT WEALTH MANAGEMENT CO.
- Company Industries:Insurance/Pension Funding
Job Information
- Post Date:2022-08-31
- Location:Tsim Sha Tsui
- Qualification:Degree
- Employment Type:Media & Advertising, Account Servicing, Sales,
- Job Function:Media & Advertising Account Servicing Sales CS & Business Devpt Sales - Sales Manage
- Benefits:Education allowance, Medical insurance, Performance bonus, Travel allowance, Five-day work week, Flexible working hours
Job Description
• Allowance
- up to hkd30000 (fresh graduate)
- up to hkd50000 (experienced)
• Company will assist in renewing the IANG visa
Job Description
We are seeking a highly qualified candidate with passion and purpose in the financial and wealth management to join our team as Wealth Management Manger (Fresh Graduates Welcome).
We offer competitive package, on-the-job training and special allowance to successful candidate.
Key responsibilities
• Provide consultative needs analysis such as risk management planning, investment planning, wealth management and retirement planning
• Provide comprehensive and professional financial solutions to potential clients on a basis of a wide range of investment and insurance products
• Maintain good customer relationship
• Provide customers with administrative services such as claims and renewal
• Bachelor’s Degree or above
• Hong Kong Fresh graduates and overseas fresh graduate with IANG visa are welcome
• Fluency in Putonghua or Cantonese, good in English
• Good communicating and presentation skills. Responsible, self-motivated, keen learner
• Work as a team player also independently
• Experience in the finance industry or with mainland network will be preferably
Company Info
Position | Company | Location | Update |
---|