TMS is a boutique talent management services company, provides tailor-made and best-matched services to our clients.Run by a team of experienced consultants, we are ready to provide unique services and strategies for different clients. Our services include Permanent Recruitment, Contract Placements,...

TMS is a boutique talent management services company, provides tailor-made and best-matched services to our clients.

Run by a team of experienced consultants, we are ready to provide unique services and strategies for different clients. Our services include Permanent Recruitment, Contract Placements, RPO, Payroll Outsource Services, Human Resources advisory and training workshops.

We manage assignments from entry level to Senior Executive level on an interim, contract and permanent basis.

Wealth Management Advisor

Job level Entry
Work exp Less than 1 year To 4 Years
Education Diploma / Certificate
Location
Wanchai
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Private Banking / Wealth Management
Construction / Property > Operations / Facility / Property Management
Insurance > Others
Published On 23/06/2021
ref. WA_210528VL-01

We are hiring Wealth Management Advisor for a leading IFA.

 

Basic Salary up to 80% of last / current salary.

 

Job Highlights:

  • A company invests in you
  • A company has passion for life
  • A company allows you to develop your unique talents

 

Job Duties:

  • Provide all-rounded benefits to corporate clients such as MPF, Group Medical, Key Man Insurance, etc. 
  • Provide professional financial planning to individual clients for wealth management, medical and protection, retirement scheme, immigration, oversea property investment, etc. 
  • Build up close business relationship with clients and ensure to delivery of excellent customer experience 
  • Ensure all selling processes and activities are in compliance with the Company policies and regulations

 

Requirements:

  • Bachelor Degree in any discipline
  • Excellent communication and presentation skills
  • Self-motived, services oriented with positive attitude
  • Ready to develop your career in a challenging industry
  • Good command of spoken English and Chinese (including Mandarin) 
  • Fresh graduates are also welcome

 

Interested parties please click "Apply now" and attached your full resume with expected salary.