Our client, a fast-growing company in Asia is seeking an energetic and motivated individuals to join their business sector.

Our client, a fast-growing company in Asia is seeking an energetic and motivated individuals to join their business sector.

Private Wealth Management Trainee

Job level Middle
Work exp 1 Year To 10 Years
Location
Kowloon
Benefits 5-day week, Additional subsidies, Competitive pay, Discretionary bonus, Education subsidies, Flexible working hours, General holidays, Gratuity, Insurance plan, Maternity leave
Industry Business Services / Consulting Services
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > Others
Sales / Business Development / Customer Service > Account Servicing
Published On 20/09/2021
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Responsibilities:

  • Work with relationship manager to conduct a thorough needs analysis to customers to determine a wealth management solution;
  • Assess customers’ current need, investment objectives and examine future goals to create action plan and asset allocation strategy, and help customers implement the plan by using appropriate insurance products;
  • Engaging in sales appointments with customers for financial needs analysis, cross-sell extensive ranges of insurance and investment-linked products, and close deals;
  • Driving and implementing insurance sales strategy;
  • Provide and support workshops for the sales team;
  • Providing daily/weekly/monthly management information report to keep management updated with business performance result.

 

Requirements:

  • Degree holder with at least one year of insurance sales experience with proven track record;
  • HKSI LE Paper 1,7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5;
  • Proactive and result oriented with strong selling skills;
  • Fluent in Cantonese and English, knowledge of Mandarin preferred;
  • Outgoing personality with good integrity;
  • Good relationship building and communication skills.

 

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please submit your application by clicking Apply Now.