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Account Manager – Customer Service & Development

Altruist Financial Group Ltd

  • Company Industries:Others

Job Information

  • Post Date:2024-06-02
  • Location:Causeway Bay
  • Employment Type:Full time
  • Others:Basic salary >HK$20,000 + commission
    Access to products and services from >55 business providers
    Ongoing clients lea
  • Job Function:Account  Relationship  Management  

Job Description

Job Descriptions

  • Identify clients’ financial objectives, risk appetites and investment preferences
  • Provide professional analysis, advice and customized solution based on each individual client’s unique needs 
  • Formulate investment strategies and tailor wealth management plans riding on a wide range of products platform
  • Provide professional after-sales service to cultivate strong customer relationship and explore new business opportunities 
  • Stay updated on new products and market trends through in-house training programs and resources

We Offer

  • Guarantee Fixed Income >HK$20K 
  • Full Commission + Incentives + Bonus + Advisory Fees
  • Education subsidies for professional designations and IIQE examination + IA/SFC registration Fees
  • Attractive sales incentive and contests
  • Comprehensive training program
  • Ongoing client lead support in addition to exploring your own client base
  • Excellent career path with fast track promotion opportunities

Requirements

  • Matriculated or above, min 2 years of work experience (sales / customer service experience preferred)
  • Strong career mind and desire for success
  • Ambitious, self-motivated and willing to take on challenges
  • Strong interpersonal and communication skills, enjoy engaging with people
  • Honest, independent and eager to learn

Join us and be the top professionals in the industry!

Interested parties, please send your full resume to:

HR Department, Altruist Financial Group Limited, 8/F Siu On Plaza, 482 Jaffe Road, Causeway Bay, Hong Kong

or click "Apply Now" or fax to 2838 9390.

Visit http://www.altruist.com.hk for more information.
All information received will be kept in strict confidence and only for employment-related purposes.

 

 

Company Overview

About Altruist Financial Group

Established in 2001, Altruist Financial Group Limited is one of the premier financial planning organizations in HK.  By partnering with over 60 renowned business partners, we now carry a wide array of financial products and services, including insurance, investment funds, employee benefits, MPF and personal banking services, to meet the unique financial needs of each individual client. 

Key Highlights:

  • Over 50,000 solid client base
  • Senior Member of PolyU Foundation
  • Awarded as one of "Hong Kong's Most Valuable Companies" from 2005 - 2016
  • Awarded as "Business High-flyers" in financial planning category from 2005 – 2016
  • Awarded the “Best Brand in Financial Services Industry Division” of the Golden Image Award in 2019
  • Received the Family Friendly Employer Award since 2011
  • Awarded the "Caring Company Logo" since 2003
  • Co-branded credit card with Dah Sing Bank
  • Obtained the first joint venture insurance agency license in Shenzhen

E-mail for application: [email protected]

Company Info

Altruist Financial Group Ltd

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