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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

傑智財富管理公司是應客戶需求和市場發展孕育出來的,又在客戶們鼎力支持及員工齊心努力下建成的。秉承全力為客戶創造價值的經營理念,致力成為個人、家庭和企業家的財富管理專家,依托國際化網絡及資本巿場的豐富經驗,專注為高淨值客戶提供多元化及專業的私人財富管理及投資諮詢服務。致力為客戶提供最佳的投資策略及完善方案,務求盡力協助每一個客戶達成財富保障、增值及傳承的目標。
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