Prima International Company We are an MNC financial institution. We provide a one-stop financial service to our local and overseas clients. Our primary objective is to provide professional solutions to meet clients’ needs. We are looking for high-caliber professionals with an entrepreneur mindset to...
Prima International Company

We are an MNC financial institution. We provide a one-stop financial service to our local and overseas clients. Our primary objective is to provide professional solutions to meet clients’ needs.

We are looking for high-caliber professionals with an entrepreneur mindset to join us. Graduates are welcomed.

 

Management Associate/ Manager in Wealth and Protection Management 财富管理及保障经理

Job level Entry
Education Bachelor Degree
Location
Causeway Bay
Employment type Full Time
Benefits 13-month pay, 5-day week
Industry Financial Services / Investment / Securities
Job function Sales / Business Development / Customer Service > Retail Sales
Management > General Management
Banking / Finance > Private Banking / Wealth Management
Published On 27/09/2019

We sincerely invite high-caliber professionals to establish a successful and challenging career with us.

Our company has an extensive network of employees worldwide. We aim to serve our clients with professional solutions. We help our clients to achieve a financial planning freedom. We provide solutions for their investments, succession planning, trust services and aim for a good return.

If you are looking for a high achievement with an attractive remuneration package, our team is your first choice. We are a leading and well-known team in the industry. We believe good trainings are essential for personal growth and professional development. We provide excellent onboarding trainings and high-quality professional trainings for your path to success. Graduates with a strong entrepreneur mind-set are welcomed to join us.

 Responsibilities

  •  Risk Management
  •  Investment Planning
  •  MPF and Retirement Planning
  •  Education Funds Planning
  •  Relationship Management
  •  Mortgage and Loans
  •  Property Investment and Immigration Services
  •  Offshore Trust Services

Career Path

  •  Clear career path to the management level
  •  Achieve professional designations (CFPCM, ChFC, RFP, RFC,etc) with comprehensive trainings

 Rewards

  •  Monthly allowance and bonus package
  •  Overseas trips and conventions- minimum 2 trips per year
  •  Comprehensive trainings
  •  Full support towards professional destinations
  •  Subsidy program for Chartered FLMI, CFP, RFP 
  •  Fringe benefits

Requirements

  •  University graduates or above (Fresh graduates are welcomed)
  •  Holder of HKID/ Dependent Visa/ IANG Working Visa
  •  Regional language skills (English/ Cantonese/ Mandarin) preferred
  •  Determination to succeed
  •  Good interpersonal skills with an energetic personality
  •  Strong presentation and client management skills
  •  Able to work independently  

工作范畴:

  •  风险管理及财务策划
  •  投资规划
  •  退休规划
  •  教育规划
  •  财产规划 

工作职责:

  •  学习最新的金融管理和市场分析
  •  向客人提供全面性的金融和财务建议
  •  持续地管理投资组合
  •  管理/开拓高质人际网络

 入职资格:

  •  学士或以上 (欢迎准毕业生)
  •  主动、整洁
  •  善于交际、沟通、表达
  •  有工作热情、好学、敢于挑战
  •  对个人财务管理感兴趣
  •  熟识国内业务,中英良好,操流利普通话者优先
  •  欢迎毕业生及国内交流生

 单位优势:

  •  海外会议及实习机会- 每年最少两次外游
  •  与不同行业成功人士交流,迅速积累经验,丰富人生阅历,完成职业规划梦想
  •  设有完善福利制度,每月津贴+佣金+年終獎金+福利: 每月 HKD 25000 以上 

All personal data collected will be used for recruitment purpose only will be treated in accordance with our Personal Data Policy, which will be destroyed within 6 months.

Interested candidates please click apply.