An opportunity to provide private client services to high net worth individuals. We believe our approach is paramount, and proven to be a necessity in each individual's portfolio. If you are seeking a role where you become a complete entrepreneur, where growth and opportunities are unlimited; this...

 

An opportunity to provide private client services to high net worth individuals. We believe our approach is paramount, and proven to be a necessity in each individual's portfolio.

If you are seeking a role where you become a complete entrepreneur, where growth and opportunities are unlimited; this platform will fulfill your aspirations.

Agency Force Division – Wealth Management Manager

Job level Entry
Language Chinese - Cantonese, Chinese - Mandarin
Location
Not Specified
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Account / Relationship Management
Others > Graduate Trainee
Sales / Business Development / Customer Service > Account Servicing
Published On 22/08/2019

 

Business units and Functions which you will be involved :

 

  • Wealth Management and Protection

  • Financial Planning and Risk Management

  • Investment

  • Employee Benefits

  • Insurance solutions eg, Medical Insurance, Life Insurance, Retirement Protection

  • Business Development

  • Customer Relationship Management

  • Portfolio Management

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Responsibilities of this role :

 

  • Advise and assist clients to help place the right portfolio regarding to their needs

  • Update portfolio details and market forecasting to clients

  • Develop and strength the relationship with clients

  • Continuing to develop your market knowledge

 

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  • Field of Study : Any Discipline

  • Education Level : Graduated from Bachelor degree / Master degree

  • Language : Fluency spoken in Cantonese / Mandarin, able to read and written Chinese ( Traditional Chinese / Simplified Chinese )

  • Nice to have internship experience of client-facing industry

  • Strong team player, but still a self-starter

  • Detail-oriented and analytical

  • Driven and eager to learn, adapt and perfect your job

  • Legal to work in Hong Kong without work visa would be highly preferred ( Holders of Dependent Visa / IANG visa are welcomed to apply )

  • HKD 12000 – 15000 monthly allowance can be offered to new joiners. Other remunerate package details can be discuss during the interview

 

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All personal date will be collected for recruitment-related purpose only.