Management Trainee/ Wealth Management Manager (Local/Overseas/IANG Fresh Graduate Program)

Job level Entry
Education Bachelor Degree
Location
Quarry Bay Hong Kong Island, Hong Kong
Employment type Full Time
Benefits Flexible working hours, Gratuity, Insurance plan, Medical plan, Performance bonus, Travel allowance
Industry Insurance
Job function Banking / Finance > Others
Insurance > Insurance Agent / Broker
Sales / Business Development / Customer Service > Sales Engineer / Technical Sales
Published On 11/06/2018 2018-06-11

We are looking for:

  • Degree holder in all discipline
  • Energetic and outgoing
  • Mature, self­-motivated, hardworking and willing to learn
  • Part time working experiences and Fresh Graduate are welcomed. (1-2 years working experience is an advantage.)
  • Experience in banking industry or background in mainland will be an advantage
  • Overseas Hong Kong Students are also welcome
  • Fluent in Cantonese, English and Mandarin is an advantage 

 

Responsibilities:

  • Identifying needs of clients and providing professional financial advice.
  • Management of wealth assets of clients through investment vehicles.
  • Updating financial news to your clients.
  • Providing financial analyst, investment, saving, retirement, MPF and risk management services (Capital Investment Immigration Consultancy, Asset Management, Bonds & Mutual Funds Investment, Securities & Futures Dealing, Risk Management, Premium Financing) .
  • High End and Wealth Management for HNW and PRC Clients.
  • Corporate Solution Planning for Corporate Clients.
  • Provide quality after-sales services to maintain good customer relationship.

 

 We offer:

  • Over 200 hours well-structured and comprehensive mentoring program
  • Monthly income from HK$40,000 + remuneration & fringe benefits
  • One year fast track program to managerial level
  • Special holiday package (2 company trips per year)
  • Overseas learning experience
  • “Work Hard, Play Hard”working environment & lots of fun
  • Opportunity to explore PRC and CIES business

 

Job Description:

1  Professional Investment plannings for clients or companies

  • Wealth Management & Portfolio Advices
  • Investment Planning
  • Retirement Planning
  • PRC Business & CIES (Capital Investment Entrant Scheme) Planning
  • Corporate Solutions Provision

2  Management level

  • Planning Strategies for Constructing Team
  • Learn Leading, Recruiting & Managing Skills
  • Provide marketing strategies skills

3  Self Continuous Improvement

  • Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)
  • Acquire Up-to-Date Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills

4  Development Path and Work Benefit

  • A structured career path and solid training in all aspects of management
  • You will work very closely with a senior manager who will guide, train and mentor you
  • Management trainee programme offers excellent training and a fast track career into management
  • Sponsored overseas travelling for achieving yearly targets

    Please click " APPLY NOW '' if you are interested in our program.
    We always welcome talent.