Manager of Wealth Management / Financial Planner ( Insurance and Financial Product )

Job level	Entry
Work exp	No work experience
Education	Bachelor Degree
Language	Chinese - Cantonese, Chinese - Mandarin
Location	Not Specified
Employment type	Full Time
Industry	Insurance / Pension Funding (MPF)
Job function	Banking / Finance > Others Others > Graduate Trainee Sales / Business Development / Customer Service > Account Servicing
Published On	11/02/2021

Responsibilities:

Promote full range of wealth management products and services to high-net-worth customers
Solicit new businesses and cultivate long-term relationship with customers for further business opportunities
Handle enquiries and provide professional total wealth management solutions to customers
Provide quality services and understand customers’ financial needs

Requirements:

University graduate in any disciplines, preferably major in Business Administration, Accounting, Finance or Economics
With some sales experience would be an advantage
Strong interest in finance related
Proactive with excellent communication skills
Self-motivated, customer oriented and able to work under pressure
Proficient in both spoken and written Chinese, Putonghua is preferred

Personal data provided by applicants will be used for recruitment purposes only.

Apply Now

Find a Job