年輕、富有夢想的團隊，助力每個同事職業成長，培育未來精英領袖頂尖區域總監直屬團隊，18年從業領袖親自帶領， 針對性切身培訓，數碼科技提供多元化全方位的支援，完善的報酬及晉升制度。


Distribution
Private Wealth Management managers play an important role in our efforts to continually enhance our performance for customers and provide the highly valued products and services. Our team seeks for attracting high-calibre talent by offering a flexible working environment and unlimited career development opportunities.

This position focuses on personal wealth management and financial services. Our comprehensive wealth management initiatives are tailor made for both our high-net-worth and mass integrated account customers. With more than 2 million individual customers, we serve approximate half of the population in Hong Kong while offering an extensive range of products to our valued customers.

Key Responsibilities and Duties

• Tailors Investment Strategies for Clients, Identifying Objectives and Constraints
• Learns Team Management through Utilizing the Full Capabilities of the Organization
• Reviews Client Information, including Financial Statements & Risk Investment Profile
• Keeps Up to the Market and Regulations to Remain Knowledgeable on Industry Standards
• Applies Previous Experiences to Add Value to a Growing Sector of Insurance Advisor Services
• Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing Relationship Management

Benefits

• Client Base provided
• Quarterly Bonus and Year End Bonus
• Initial training and On-Job training provided
• Transparent Career Path to Management Level
• Life and Medical Insurance

We offer attractive benefits packages and excellent career development opportunities.
Please contact Miss LEE at 9844-0243 if you have further inquiries.

Requirements

• University level education
• HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience