The IPP Group was founded in Singapore in 1983 to provide comprehensive financial services to affluent individuals, business executives, professionals and business owners. IPP is the pioneer and leader in providing comprehensive wealth management advisory services and is now one the largest wealth management...

The IPP Group was founded in Singapore in 1983 to provide comprehensive financial services to affluent individuals, business executives, professionals and business owners. IPP is the pioneer and leader in providing comprehensive wealth management advisory services and is now one the largest wealth management office in South-East Asia.

 

Our Services:

  • Investment portfolio sevices
  • Global property investment
  • Real estate development project
  • Insurance advisory

 

For details, please refer to our corporate website: http://www.ippfa.com.hk 

Youtube: https://youtu.be/FYGt2wZKxjc Facebook: https://www.facebook.com/ippfinancial/videos/286897911931224/ Facebook: https://www.facebook.com/ippfinancial/videos/562963964113307/

Wealth Management Manager (at least 3 years experience)

Job level Middle
Education Bachelor Degree
Location
Tsimshatsui
Employment type Full Time
Benefits 5-day week, Flexible working hours, Performance bonus
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Investment & Securities
Banking / Finance > Others
Banking / Finance > Private Banking / Wealth Management
Published On 20/06/2019

Wealth Management Manager

 

Job Highlights:

- Flexible working hours

- Attractive bonus package and performance-based commission

- Special holiday package

-"Work Hard, Play Hard " company culture

- Opportunity to explore Singapore head office

 

Job description:

- Provide comprehensive financial advice to maximize clients' interest through a variety of investment solutions, including but not limited to overseas properties, financial solutions through banking facilities, etc.

- Analyze and monitor clients' investment portfolios

- Enhance and deepen customer relationship

- Develop and expand existing network through customer relationship management

- provide tailor-made financial solutions to potential clients

-Provide wealth management training to junior staff

 

Job Requirements:

- At least 3 years working experience

- Experience in Banking or Financial industry will be an advantage

- University Degree Holder or equivalent

- Excellent interpersonal, communication and presentations skills

- Determined individual who has a passion of private client service

- Proficient in English, Cantonese and Putonghua