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Wealth Management Consultant / Vice President / Unit Sales Director / 財富顧問 / 團隊副總裁 / 團隊經理

中原金融集團 Centaline Financial Group

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-10-13
  • Career Level:Entry Level
  • Location:Tsim Sha Tsui
  • Qualification:Non-Degree Tertiary
  • Employment Type:Full Time, Part Time
  • Job Function:Banking / Finance  Financial Services  Insurance  Insurance Agent / Broker  Wealth Manag

Job Description

Wealth Management Consultant / Vice President / Unit Sales Director

Job Descriptions

  • Seize the future through professional wealth planning to help client achieve their personal goals;
  • Provide professional investment advisory services with full range of wealth management products to propose High Net-Worth Clients with tailor-made solutions from both Hong Kong and Mainland China;(including: Fund or bond investment, Real estate investment, insurance protection etc.) ;
  • Solicit new businesses and maintain long-term relationships with clients by advising market knowledge and news;
  • Handle ad hoc projects assigned by Management.

Requirements

  • F.5 or above (Postgraduate in any disciplines);
  • Welcome IANG holder and Fresh Graduate;
  • Entrepreneurship and sales-oriented mindset with high level of confidence and interpersonal skills;
  • High integrity, proactive with inspiration, good teamwork and able to work independently and under pressure;
  • Self-motivated, Aggressive, Energetic and Eager to learn and take challenges;
  • Proficient in both spoken and written English, Chinese, and Cantonese.

How to apply

  • Interested parties please send a detailed resume to (Whatsapp) 852-97258525 Roy Mok

(Data collected will be kept strictly confidential and used for recruitment purpose only)

財富顧問 團隊副總裁 / 團隊經理 

工作範圍

  • 對股票、基金投資、樓宇買賣、保險風險管理、退休規劃感興趣人士;
  • 為個人和公司客戶提供全面的財務策劃,包括風險管理、財富管理、投資計劃、退休計劃、家族辦公室策劃、企業保障計劃及融資計劃;
  • 建設團隊、領導培訓和團隊管理;
  • 與客戶建立長遠良好關係、擴大客戶網絡、拓寬視野、豐富全面知識。

福利待遇

  • 新人每月津贴 (每月津貼加佣金 HK$15,000-HK$40,000);
  • 多元化佣金收入;
  • 公司贊助機票及酒店住宿的海外會議及旅遊獎勵;
  • 除恆常會議外,工作及出差日程可自主安排;
  • 公平清晰的晉升階梯,快速晉升至管理職位。

聯絡方式

  • 可透過以下方式查詢 / 遞交履歷:  (Whatsapp) 852-97258525 Roy Mok

(申請人所提供之個人資料絕對保密及只供招聘用途。)

Company Info

Centaline Financial Group is a subsidiary of Centaline Group under the management of Mr. Shih Wing-ching, the founder of Centaline Group. To strive for our goal “以客為本,共同創富”, our professional Wealth Management Team provides One Stop excellent financial planning services to our valuable clients.

公司網址:hk.centawealth.com / 電郵:[email protected]

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