Saved
--

Junior Relationship Manager (Fresh Graduates and IANGs are welcome)

Job level Entry
Education Bachelor Degree
Location
Not Specified
Employment type Full Time
Benefits Performance bonus
Industry Financial Services
Job function Sales / Business Development / Customer Service > Account Servicing
Sales / Business Development / Customer Service > Business Development
Published On 12/10/2018
  • Build comprehensive financial plans, analyze financial data
  • Monitor clients' accounts and determine if changes are needed to improve alignment of the account strategy to objectives and constraints
  • Deepen client relationships by providing valuable advice and investment recommendations through constant communication and monitoring the outcomes
  • Prepare and revise financial reports/plans for clients
  • Collaborate with other financial planners/expertise on our team
  • Generate new client opportunities through networking, referrals, and other sourcing strategies

 

YOU WILL HAVE

  • Annual salary (10K - 50K or above for University Graduate)
  • No Ceiling Commission + Year-end-bonus
  • Overseas Conventions/ Incentive Trips, a minimum of 2 company trips per year
  • 18 months on-job Professional Training Program
  • Special holiday packages
  • Promising career ladder, fast promotion path to management level

 

WHAT YOU NEED

  • Bachelor Degree or equivalent qualifications (Fresh graduates and NON-HONG KONG graduates: IANG are welcome)
  • Be able to work in Hong Kong (Available VISA for non-Hong Kong residents)
  • Outstanding verbal and listening communication skills, proficiency in both Cantonese and Mandarin; fluency in English would be an advantage
  • Entrepreneurial drive to build your own business by leveraging your personal network, demonstrated ability to generate new clients
  • Ability to build relationships, provide superior customer service
  • High level of confidenceperseverance and strong desire to achieve and succeed

 

工作範圍:

  • 為客戶提供專業的財務策劃服務,包括人壽醫療保險丶儲蓄丶投資及退休計畫
  • 開拓香港及內地客戶群
  • 建立良好的客戶關係丶發展客戶網路以開創商機
  • 定期瞭解客戶的財政需要及檢討現有財務計畫
  • 發展及管理專業財務策劃團隊

 

待遇及福利:

  • 年薪面議
  • 專業發展及明確晉級機會
  • 豐厚傭金加年終花紅
  • 海外旅遊及會議獎賞
  • 提供在職專業培訓和跟進課程
  • 獲得金融保險理財知識

 

入職要求:

  • 持有大學學歷者優先 (歡迎非本地在港的畢業生IANG)
  • 持有有效香港身份證
  • 良好國內人際網路優先
  • 具備良好人際溝通技巧及表達能力
  • 廣東話或普通話良好,懂英語更佳
  • 成熟,有積極性,主動,外向獨立及有目標感
  • 有志建立個人事業,發展成為理財策劃優秀專才

 

Interested candidates please submit your CV by clicking "Apply Now"!