財富管理總監 / Wealth Management Director
Job Information
- Post Date：2025-12-09
- Location：Hong Kong SAR
- Employment Type：Full time
- Job Function：Financial Services
Job Description
2. 財富管理總監 / Wealth Management Director
- 招募、建立並管理個人團隊，打造個人品牌；
- 建立及維護客戶關係，推動業務增長；
- 評估財務需求，發掘交叉及升級銷售機會；
- 提供量身訂制理財方案，如風險管理、退休規劃、資產傳承等；
- 關注行業趨勢及新產品，提供最新資訊。
Company Info
| Position | Company | Location | Update |
|---|---|---|---|
| 財富管理總監 / Wealth Management Director | Waterdrop Financial | Hong Kong SAR | 2025-12-09 |
| 理財顧問 / Financial Advisor | Waterdrop Financial | Hong Kong SAR | 2025-12-09 |
| Management Trainee | Reasonable Software House Limited | Sham Shui Po District | 2024-10-08 |
| 區域總監 / District Director | Waterdrop Financial | Hong Kong SAR | 2025-12-09 |