立健理財顧問在2007年成立,有理想的發展前景。在公司和區域的培訓下,入職2年後99%的應屆畢業生能獲得百萬圓桌會 (MDRT全球首1%理財規劃師) 的資格。 享受生活,公司榮譽通通都能得到!年薪百萬不是夢!我做到的,相信我,培訓後,你們會做到的!

立健理財顧問在2007年成立,有理想的發展前景。在公司和區域的培訓下,入職2年後99%的應屆畢業生能獲得百萬圓桌會 (MDRT全球首1%理財規劃師) 的資格。

 

享受生活,公司榮譽通通都能得到!年薪百萬不是夢!

我做到的,相信我,培訓後,你們會做到的!

Private Wealth Management Manager / Management Trainee (Fresh Grad/ IANG are welcome)

Job level Entry
Education Bachelor Degree
Location
Causeway Bay
Employment type Full Time
Benefits 13-month pay, 5-day week, Insurance plan, Performance bonus, Travel allowance
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Private Banking / Wealth Management
Banking / Finance > Others
Others > Management Trainee
Published On 10/01/2020
Tags

Job Descriptions:

An opportunity to provide private client services to high net worth individuals. We believe our approach is paramount, and proven to be a necessity in each individual's portfolio.

If you are seeking a role where you become a complete entrepreneur, where growth and opportunities are unlimited; this platform will fulfill your aspirations.

  • Assess clients’ financial situations by conducting financial needs analysis
  • Analyze and provide total package of financial services planning
  • Provide comprehensive wealth management services to clients from Hong Kong and China market, including:

a. Risk Management

b. Retirement Planning

c. Funds investment & Education Fund Plannin

d. Family Trust & Estate Planning

e. Set up private bank account for clients, premium financing

  • Build up close business relationship with clients and review their financial portfolios

 

You are:

  • University graduates with Bachelor or master’s degree in any discipline
  • Previous related working experience is an advantage (experience in banking industry or similar background in Hong Kong or mainland will be an advantage)
  • Seeking job fulfillment and Financial Rewards
  • Looking for Career Development and Personal Growth
  • Good numerical skill and business sense
  • Strong interpersonal, communication and presentation skills
  • Proficient at written English, Chinese and/or excellent at Mandarin
  • Candidates with valid Hong Kong Identity Card is a MUST

 

We offer:

  • Monthly Salary ($15,000-$50,000)
  • Year-end bonus & performance bonus 
  • Five-day work weekly public holidays
  • Leadership by a team of experienced and well respected mentors
  • 3 years Well-structured and comprehensive training program (pre-job and on-job training)
  • Excellent career path, one-year fast promotion to management level
  • Overseas trips and conventions every year

 

 

Attractive remuneration package will be offered to the right candidates. Interested parties please click "APPLY NOW" to submit your full resume.