Responsibilities:

• Supporting Investment Representatives in financial and maintaining successful relationships with clients
• To provide comprehensive financial strategies to clients including on financial planning, insurance and securities service
• To manage clients’ financial portfolios periodically
• To provide quality after-sales services to maintain relationship with clients
• Engage in team management and related activities
• Markets analysis and market event
• To explore oversea property, asset management and risk management solution to individual and corporate clients

Qualifications:

• Bachelor degree from University (Preferably in Finance, Business Management, Economics or related discipline)
• At least 1 years of relevant financial services experience
• Dedicated team player with keen interest in financial industry
• With SFC license, IFA, banking and finance background are more preferred

Job Offer

• Wealth Management team
• Steep learning curve
• Excellent career development
• Attractive bonus package