No matter you are fresh graduates or someone who changed your career to join us who without any work experience in our field, our seniors always given you invaluable advice and feedback along the ideation portfolios to the actual execution.

No matter you are fresh graduates or someone who changed your career to join us who without any work experience in our field, our seniors always given you invaluable advice and feedback along the ideation portfolios to the actual execution.

Fresh University Graduates - Wealth Management Manager [ Fast Promotion Path | Aggressive Income Package | Harmony Team Culture ]

Job level Entry
Language Chinese - Cantonese, Chinese - Mandarin
Location
Not Specified
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Sales / Business Development / Customer Service > Account Servicing
Travel / Tourism > Others
Published On 21/07/2022

 

Your coming new role:

As a Team member at the beginning, your daily role as following:

  • Day to day account administration, follow up with medical and surgery reports, ensure all necessary documentation is requested, received and approved
  • Provide continuing service by review clients’ existing portfolio, provide and explain the analysis of investment performance and returns regularly, processing changes in beneficiary, and assist in applications of claims ( included death claims )
  • Build and maintain client-base, use internal CRM system to explore business opportunities and explore the up-to-date market information, complies lists of prospects
  • Fact-finding clients’ particular needs and financial situations to ascertains clients’ long-term financial goals
  • Execution and promotion of wealth management services, investment planning and various insurance products In line with the AML & Compliance requirement
  • Work in collaboration with your reported manager to ensure optimum team and district culture

 

As per your career advancement in coming future, when you migrated to Management level and become a Team Leader, you will be involved in:

  • Implement business strategies, execute business plan of future recruitment and monitoring
  • Foster team work and collaboration, lead opportunities to build a positive team
  • Regular meet with team members to discuss their professional business goals through a coaching appraisal
     


To fit the role, Qualification and Skills you required:

  • University Graduates of Hong Kong Residents / already with work permit which authorized to work in Hong Kong legally ( eg, IANG / Dependant visa )
  • International School high school academic background would be an advantage
  • Fluent communication ability in Cantonese / Mandarin
  • With the boundless curiosity to learn new thing and continuous your career development with a growth mindset
  • Attention to details and good communication skills


Look forward to meeting with bright graduates, we can't wait to see where their career takes them next. We provided:

  • Young and friendly team with harmony culture
  • Aggressive income package with uncapped commission, bonus and free overseas travel opportunities
  • All-round and continuous supplemental training, develop in-depth skills and gain knowledge in various sections ( eg, finance, investment, medical, etc. ) to empower your talents
  • Fast tracked career progression and fringe benefits when reached management level
    Inclusive culture and flexible work arrangements enable you to excel in work no matter your life stages
  • Annual income of new joiner ( fresh university graduates ) aimed HKD 340,000 or above ( some of our existing fresh graduates who already achieved more than the mentioned amount )
  • Title of Wealth Management Manager / Financial Planner will be granted at the beginning of your career
  • Convenience office location : Causeway Bay, Hong Kong

 

Join us:

We're a truly collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development and work-life balance. If you are interested in joining us and work with smart people of our Wealth teams. All personal data will be collected for recruitment purpose only.