Client Advisor / Senior Client Advisor
Alice So Consulting & Accounting Services Company
- Company Industries:Financial Services
Job Information
- Post Date:2022-10-10
- Career Level:Entry Level
- Location:Not Specified
- Yr(s) of Exp:1 years
- Qualification:Non-Degree Tertiary
- Employment Type:Full Time, Permanent
- Job Function:Banking / Finance Fund Management Others Student / Fresh Graduate / No Experience As
- Benefits:Education allowance, Medical insurance, Performance bonus, Five-day work week, Flexible working hours
Job Description
- Performance bonus, supportive work environment
- A high quality and on-the-job training
- Flexible working hours
This is a great opportunity to experience the account management Industry. We would provide a high quality training of investment and funding management that fosters professional development to high caliber individuals and proven to significantly enhance a client's portfolio.
Candidates who are looking for an opportunity where provide professional training and individual/career development are welcome to join our internship program. Senior manager will act as a personal mentor, supporting trainee to maximize their individual potential.
For those who are mature and experienced in the financial industry, will be considered directly entry to be a Senior Manager, with tailored joining package and bonus, if past sales track record can be proven.
No experiences are welcome! Willing to learn is most important!
Responsibilities:
- To understand customer needs, customized the plan for clients and liaise contract with clients
- Provide consultant services to clients by analyzing the market in order to meet their needs
- Prepare the account review report and other related documents to update client's portfolio
- Provide professional asset management solutions to clients including asset allocation, investment planning, fund management and trading
- Establish and maintain a long- term and harmonious relationship with clients
Requirements:
- University, Associate Degree or Diploma Graduates /students in any discipline
- Fluent in Cantonese, English, Mandarin
- Working independent , proactive, creative
- Strong in interpersonal, communications and presentation skills
- Willing to learn in dynamic environment
Company offer:
- Excellent comprehensive professional training programs
- Medical benefits
- Sponsorship for continuous education and professional qualifications (AFP, FRM, CFA, CFP)
- Overseas convention opportunity
- Value added training allowance
- Performance bonus
- Promotion opportunities to management level
Company Info
A leading listed company in Hong Kong, strives in providing professional financial services in achieving various financial goals of customers. We are looking for high caliber candidates to share our vision and venturing our success.
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