We look forward to talented people to join our professional team and to provide our clients with comprehensive protection and financial solutions, which includes financial planning, risk management, retirement planning, medical and critical illness protection and so on.

 

We look forward to talented people to join our professional team and to provide our clients with comprehensive protection and financial solutions, which includes financial planning, risk management, retirement planning, medical and critical illness protection and so on.

Wealth Management Manager Trainee ( Office : Causeway Bay )

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Location
Not Specified
Employment type
Industry Insurance
Job function Banking / Finance > Account / Relationship Management
Others > Graduate Trainee
Sales / Business Development / Customer Service > Account Servicing
Published On 05/10/2018

 

JOB DESCRIPTION:

 

  • To assess clients’ financial situation by doing a financial needs analysis
  • To provide comprehensive financial strategies to clients including risk management, retirement planning, asset allocation, medical and critical illness protection and so on
  • To build up close relationship with clients and review their financial portfolios

 

ENTRY REQUIREMENTS:

 

  • Bachelor Degree or above in any discipline
  • Proactive, cheerful, talkative and have a strong sense of responsibility
  • Have good interpersonal, communication and problem solving skills
  • Proficient at written and spoken English and Chinese
  • Fluency in Putonghua is definitely an advantage

 

WE OFFER:

 

  • Superior Monthly Allowance + Attractive Commission + Year-End Bonus + Fringe Benefits
  • Comprehensive training courses and mentorship program.
  • Trained by very experienced instructors
  • Group medical insurance
  • Good travel incentives and overseas conventions

 

Personal data will be collected for recruitment purpose only.