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Wealth Management Senior Manager/Manager/Assistant Manager 財富管理高級經理/經理/助理經理

Golden Century International Holdings Group Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-10-19
  • Career Level:Middle
  • Location:Causeway Bay
  • Yr(s) of Exp:3 years
  • Qualification:Degree
  • Employment Type:Full Time
  • Job Function:Banking / Finance  Financial Services  Insurance  Insurance Agent / Broker  Wealth Manag
  • Benefits:Five-day work week

Job Description

Responsibilities

  • Close liaison with business partners to prepare the sales planning, marketing activities and campaigns of products including but not limited to insurance (life+ General insurance), fund, asset management, HK Stocks;
  • Develop and maintain customer relationships within the high-net-worth segment;
  • Provide comprehensive wealth management service to high-end customer;
  • Review the clients’ investment status regularly;
  • Achieved business sales goals from Company;

Requirements

  • Degree holder with sales experience in securities, insurance and other financial product, have a certain understanding of Hong Kong stocks and insurance business;
  • Holder of SFC Representative License of Type 1 is a must plus IIQE qualify;
  • Strong PRC connection and exposure is a definite advantage;
  • Highly motivated, result-oriented, endeavor to succeed in financial industry;
  • Fluency in oral and written English, Chinese and Putonghua will be a plus.

職責:

  • 完成集團港股、港險(人壽+GI保險)、基金、資管等產品的推介;
  • 負責以港深兩地為主的大灣區市場高淨值客戶、管道的維護與拓展;
  • 為中高端客戶提供全面財務管理服務;
  • 定期分析及檢討客戶投資情況;
  • 完成公司下達的業務目標;

要求

  • 大專及以上學歷,擁有證券、保險及其他金融產品銷售從業經驗,對港股、港險有一定的瞭解;
  • 必須持有證監會第 1 類(證券交易)或通過香港證券業協會執照試卷 1、7、8;
  • 必須持有香港保險仲介人牌照或通過香港保險業監管局指定的保險仲介人資格考試;
  • 性格開朗、吃苦耐勞、積極主動、良好的自驅力,具備“創業+實幹"的精神;
  • 流利的中英文及普通話將是優勢

Interested candidates should apply with detailed resume, present and expected salaries by clicking APPLY NOW”button.

All information received will be treated in strict confidence and used for recruitment purpose only. Only shortlisted candidates will be notified.


Company Info

Golden Century International Holdings Group Limited is a Hong Kong Main board listed Company since 1981 with stock code 00091. HK.  

The Company is licensed by the SFC to carry out Types 1, 2, 4, 5, 9 business, together with the Insurance Authority (IA) and Mandatory Provident Fund Schemes Authority (MPFA) licensing, the Company is providing comprehensive financial services to the global clients. 

The Company offers wide range of financial products including securities instruments, investment funds, asset management, insurance, physical and digital gold products, clean energy, integrated health related industry, advance manufacturing, to meet our customers' needs in wealth management and global asset allocation.

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