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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