Assistant Manager / Manager (Relationship Manager)
Sun International Wealth Management Limited
- Company Industries：Financial Services
Job Information
- Post Date：2014-09-01
- Career Level：Middle
- Location：Sheung Wan
- Yr(s) of Exp：5 years
- Qualification：Degree
- Employment Type：Full Time, Permanent
- Job Function：Financial Services Account Servicing Sales - Sales Management
- Benefits：Dental insurance Double pay Education allowance Five-day work week Medical insurance
Job Description
Responsibilities:
- Responsible for growing the private wealth management business and market the Group’s brand name to all potential high-net-worth clients in a professional manner;
- Originate and maintain relationship with high-net-worth clients and give professional financial solutions and advice on financial planning / investment;
- Ensure the high quality of overall execution work and in full compliance with rules and regulations and internal policies;
- Communicate and coordinate with internal counterparties to ensure the effectiveness of business execution.
Requirement:
- University graduate with degree in Economics, Business Administration or related discipline;
- At least 3 years working experience, preferable in Banking or IFA firm in sales field;
- Holder of IIQE & HKSI Licenses is must;
- Fluent in written and spoken English, Mandarin and Cantonese;
- Aggressive, result-oriented with good business acumen;
- Analytical with strong negotiation and presentation skills;
- Proficient in both spoken and written English and Chinese including Putonghua.;
- Less experience will be considered for the post of Assistant Manager.
We offer 5 day-work, bank holiday, birthday leave, volunteers leave, good career prospects & attractive remuneration packages, staff privilege - Green Life Program and fringe benefits for the right candidate. If you would like to take the challenge to stretch your ability and form part of our team, please send your full career details, together with your current and expected salary by email to recruit@sunifg.com .
Information provided will be treated in the strictest confidence and used only for recruitment related purposes. To ensure the smooth recruitment process, you are not necessary to resend your application within 3 months. All applications will be destroyed after 6 months. Only short listed candidates will be contacted.
Company Info
太陽國際財富管理有限公司(「太陽財富」) 是香港其中一家最具規模的保險經紀公司，香港專業保險經紀協會（PIBA）註冊成員編號 M248。太陽財富擁有超卓的財富管理團隊，為客戶訂製一站式未來生活保障及財富管理投資方案，根據不同的理財需求，評估風險，以多元化產品為基石，配合懇切真摯的服務態度，助客戶資產增值，傳承財富，實踐不同階段的人生計劃。
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