(Senior) Wealth Management Manager / Trainee

The Job

• Client: A sizeable Insurance Company
• Position: (Senior) Wealth Management Manager 
• Responsibilities:
• Business development through pro-actively acquiring new customers, understanding their needs and recommends the best solution to achieve their targets;
• Maintaining relationship with existing clients, reviewing performance of their portfolio and providing updates on new products
• $20K+ (Basic salary + Allowance + Commission), 5-day, Medical, Bonus, Incentives

Requirements

• Tertiary educated preferred
• Relevant wealth management / financial planning experience gained with banks or insurance companies highly preferred but not a must
• Outgoing, pro-active and result-oriented
• Excellent communication and interpersonal skills
• Good command of English and Chinese (Cantonese, Putonghua)
• Fresh graduates / New immigrants through Top Talent Pass Scheme / HK residents holding IANG visa are welcome.
• Training will be provided to candidates without previous wealth management experience to obtain IIQE qualification