香港客戶 / 關係管理職位

入職要求︰

• 大學或以上學歷​

• 持有IANG及香港身份證 / 香港永久居民

• 良好溝通技巧，目標感強，成熟有上進心

• 有工作熱情，團隊精神，樂觀好學

• 熟識國內業務，操流利普通話者優先 

 工作範圍︰

• 為客戶提供專業理財咨詢

• 拓展新客戶關系，尤其是中國內地市場

• 策劃及參與不同類型的推廣活動

• 建立及管理專業財務策劃團隊

• 提供專業於財富承傳，企業傳承，規劃遺產的計劃

• 與客戶保持良好的溝通，及時處理保險賠償以及理財策劃服務

• 參與團隊平台資源配合，共同拓展中國大陸客戶及合作網絡

• 不斷學習財富管理方面的知識，為客戶提供最新的市況信息

• 不斷在個人興趣及業余愛好方面增值

Responsibilities

• Providing & Marketing comprehensive financial, asset & risk management services to High Net Worth individuals mainly in Hong Kong and Mainland China

• Establish, Maintain and expansion of relationship with High Network PRC clientele

• Customer satisfaction is paramount for the success of this position

We offer

• Monthly income from HK$10,000-$50,000 with commission and year-end bonus

• Overseas learning experience

• Comprehensive training: provide you a good understanding of Wealth Management core business and structure, gain good insight of total client relationship management

• Fast track promotion to management level within 1 year

• Gain accreditation from the internationally acclaimed Million Dollar Round Table association

• Opportunity to explore PRC business

Requirement

• HKID Card Holder

• Bachelor degree or equivalent

• Fresh graduates are welcome

• Good communication and interpersonal skill

• Mature, hardworking and self-motivated

• Native Mandarin Speaker or PRC background is preferable

• Energetic and willing to learn