Get Mdream Wealth Management Limited is a member of a listed company - GET Holdings Limited (Stock no.: 8100), headquartered in Hong Kong. We are a financial company which committed to building a successful and sustainable future for our people, our customers and the communities we serve. With a team...

Get Mdream Wealth Management Limited is a member of a listed company - GET Holdings Limited (Stock no.: 8100), headquartered in Hong Kong. We are a financial company which committed to building a successful and sustainable future for our people, our customers and the communities we serve. With a team of over 400 professionals in Hong Kong and expanding our branches and offices in over 17 Asia-Pacific cities, such as Beijing, Shanghai, Guangzhou, Foshan, Shenzhen, Okinawa and Tokyo etc., we embrace a spirit of teamwork in every challenge.

 

We invite you to become part of our team and to join us on our journey towards a bright and exciting future. We are now looking for high caliber individuals to join us for the following position:

Client Serving Manager

Job level Middle
Work exp No work experience
Education Diploma / Certificate
Location Wanchai
Employment type Full Time
Benefits 5-day week, Medical plan, Performance bonus
Industry Financial Services
Job function Banking / Finance > Corporate Finance
Published On 28/09/2016

We invite you to become part of our team and to join us on our journey towards a bright and exciting future. We are now looking for high caliber individuals to join us for the following position:

Your Responsibilities:

  • Directly report to the CEO and extensive exposure and the network with the leaders in financial services area
  • Working as a team to organize business development events, such as, investment seminars, marketing events regarding investment
  • Providing professional advice for clients on asset management, wealth management.
  • Supporting senior management with their extensive portfolio of clients, including the identification of upselling opportunities and developing excellent professional relationships with prospective clients
  • Engaging in the management of offshore funds
  • Ensuring compliance with external regulations and relevant internal policies and procedures by coordinating with different units in the group
  • Provide service to clients in high net-worth market and strengthen client relationship
  • Undertake continuous improvement in client reporting

To be successful in the position, you should ideally have:

  • Tertiary education
  • Professional looking
  • Service attitude
  • Result-oriented
  • Discipline, good time management, detail-minded, willing to learn, working under pressure, efficient, independent and self-motivated
  • Presentable with good communications & interpersonal skills
  • Proficient MS Office applications and word processing
  • Fresh Graduated is also welcome

 

Personal data will be used for recruitment purpose only.