Investment Manager - Wealth Management
Regal Executives Limited
- Company Industries:Others
Job Information
- Post Date:2016-02-16
- Location:Central & Western Area
- Salary:Salary provided
- Employment Type:Full Time
- Job Function:Investment Insurance Agent / Broker Sales - Sales Management
- Benefits:Five-day work week Medical insurance Performance bonus
Job Description
Our clients, compose of Top Tier Banks and Financial Institutes, are currently looking for high caliber candidates to join their expanding team.
Responsibilities:
- To provide comprehensive wealth management and tailor-made investment advice to individual or corporate clients in order to assist them on achieving their financial objectives;
- To provide support in financial activities and events;
- To conduct regular investment portfolio review to enhance client relationship;
- To maintain professional advisory image;
- Coordinate with colleagues to complete case preparation and research;
- Assist with new portfolio construction;
- Monitor, analyze and update asset allocation models.
Requirements:
- Minimum 3 - 5 years of relevant working experience in financial industry, less experience will be considered as Consultant;
- University degree preferred;
- Good working knowledge of mutual fund market or insurance products;
- IIQE Paper 1,3,5;
- Proactive with good team spirit;
- Excellent communications & interpersonal skills;
- Enthusiasm in achieving goals;
- Good command of English, Cantonese & Mandarin.
Our client offers:
- Guaranteed basic salary of HK$20K-50K + Attractive commission package + Year-end bonus + Comprehensive fringe benefits;
- Large China’s client bases provided;
- Pre-job and on-the job comprehensive training;
- 5-day working week;
- Excellent career prospects;
- Work Location: Hong Kong Central.
All personal data collected will be kept in strict confidence and would only be used for recruitment purpose.
Company Info
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