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PRC Wealth Management Services Advisor

Serquin Consultancy Services

  • Company Industries:Others

Job Information

  • Post Date:2015-01-07
  • Career Level:Entry Level
  • Location:Central & Western Area
  • Qualification:Degree
  • Employment Type:Full Time, Permanent
  • Others:Recent Graduate will be considered
  • Job Function:Investment  Financial Services  Student / Fresh Graduate / No Experience  
  • Benefits:Double pay  Education allowance  Five-day work week  Life insurance  Medical insurance&n

Job Description

Responsibilities:

  • Provide investment and wealth management services on an advisory or discretionary to high net worth clients.
  • Identify customer needs in order to solicit new business opportunities proactively and provide effective solutions, based on their risk profile, expectation of returns and investment experience.
  • Opening and maintenance of accounts, and follow up of with such as KYC/ credit reviews
  • Execute client instructions and handle day to day account management and client interaction/requests
  • Build and maintain client relationships through face-to-face appointments and marketing events
  • Team player with ability to supervise a team
  • Knowledge on Premium Financing, PRC Estate Duty Planning and Fixed Income Products

 

Requirements:

  • Final year student of degree holder with at least second-class honours (or equivalent) in any discipline from a recognized university, IANG is preferred
  • Possess the legal right to work in Hong Kong
  • Fluent in English and Cantonese (verbal and written), Putonghua is an advantage
  • Good understanding of financial & investment industry is preferred

 What 's on Offer:

  • Overseas conventions fully sponsored by company
  • Attractive and comprehensive employee benefits with monthly allowance plus year-end bonus
  • On-going revenue from client's portfolio performance
  • Attractive bonus based on Asset Under Management (AUM)
  • One year fast-track promotion program to management position
  • Subsidary on continuous education & professional qualifications (CFA, CFP, AFP, CPB etc.)
  • Comprehensive training program towards Professional

 

Interested candidates, please send full Resume to sinorecruitmenthk@gmail.com for application.

*Only shortlisted candidates will be notified. All data collected will be used for recruitment purposes only and will be used strictly confidential.

Company Info

About our Client

Our client is a aggressive player in the investment institution sector with a very strong foundations in China market. With expansion of sales team, multiple opportunities has aries for Business Development position within the Global Express domain.

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