Details

Duties:

·          To provide one stop and comprehensive wealth management service:

·          Client relationship building and management.

·          Client situation analysis, solution suggestion, post-buying support and advisory

·          Team management, training conduction and business planning, recruitment (Managerial Level)

 

Dimension of business:

·          Personal financial planning

·          Family financial planning

·          High net worth wealth management business

·          PRC concentrated business

 

Financial Planning and Wealth Management Services:

·          Investment Planning

·          Saving Planning

·          Risk Management Planning

·          Retirement Planning

·          Estate Planning

·          CIES (Capital Investment Entrant Scheme) Planning and Referral

 

Requirements:

·          Tertiary Educated with PRC background ( Welcome fresh graduated under IANG scheme)

·          Open-minded

·          Good interpersonal skills

·          Native Mandarin with basic Cantonese ability

 

We provide:

·          Professional training program (Pre-job and on job)

·          Mentoring system with personalize coaching and support

·          Attractive commission, allowance package, bonus, car park allowance, company stock purchasing scheme etc.

·          Flexible business trip requesting mechanism

·          Fast track Program to Management level within 12 months

·          Overseas conventions and bonus trips

·          Personal growth, professional destinations and entrepreneurship development

 

 (The personal data provided will be used for consideration of recruitment only.)