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Senior / Wealth Management Consultant (Ref. JB/SIWM-IFA-KW-WMC)

Sun International Wealth Management Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2015-06-08
  • Career Level:Entry Level
  • Location:Sheung Wan
  • Yr(s) of Exp:2 years
  • Qualification:Degree
  • Salary:Salary negotiable
  • Employment Type:Contract
  • Job Function:Financial Services  Insurance Agent / Broker  Sales - Sales Management  
  • Benefits:Dental insurance  Flexible working hours  Medical insurance  Performance bonus

Job Description

Responsibilities:

  • Explore and develop the financial market in HK, Mainland China and Macau;
  • Develops and maintains good relationship with potential clients;
  • Manage and Tailor Made portfolio for client;
  • Give advice on investment opportunities product;
  • Capital Investment Entrant programmer;
  • Mutual Funds / Bonds / ETF.

 

Requirement:

  • Degree holder or non- degree candidate with minimum 2 Years working experience will also be considered;
  • Work independently, Good interpersonal and communication skills;
  • Ambition, enthusiastic, highly motivated;
  • Knowledge of Putonghua would be advantageous;
  • Qualification in SFC/IIQE would be an asset.


Benefits:

  • Attractive commission and bonus;
  • On job professional training and Training allowance;
  • Study Allowance and Medical Insurance;
  • Travel convention and other fringe benefits.


Interested parties, please send your full career details/resume by email to recruit-wm@sunifg.com

 

財富管理经理(大中華)

為香港及中國高增值客戶提供資產增值、財富傳承、稅務規劃、離岸資產安排、投資移民等服務

 

要求:

  • 香港本科,硕士,博士学历,专业不限;欢迎IANG签证畢業生
  • 良好溝通能力、積極進取,能听懂广东话;
  • 持续学习的心态以及分析能力;
  • 持有效保險(IIQS      卷一,,) 或證券牌照(HKSI卷一,,八優先考慮)

我們提供:

  • 環球資產增值及财富管理培训
  • 豐厚底薪、佣金及花紅
  • 表现優秀之员工可出席海外业务会议
  • 可持续發展之事业机会

 

有意申請者請將履歷連同聯絡電話電郵至 recruit-wm@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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