Management Trainee/Wealth Management Manager(Local/Overseas/IANG Fresh Graduate)
DC INVESTMENT CO.MongkokUpdate time: August 31,2019
Job Description
We are looking for:
- Degree holder in all discipline
- Energetic and outgoing
- Mature, self-motivated, hardworking and willing to learn
- Part time working experiences and Fresh Graduate are welcomed. (1-2 years working experience is an advantage.)
- Experience in banking industry or background in mainland will be an advantage
- Overseas Hong Kong Students are also welcome
- Fluent in Cantonese, English and Mandarin is an advantage
Responsibilities:
- Identifying needs of clients and providing professional financial advice.
- Management of wealth assets of clients through investment vehicles.
- Updating financial news to your clients.
- Providing financial analyst, investment, saving, retirement, MPF and risk management services (Capital Investment Immigration Consultancy, Asset Management, Investment,Risk Management, Premium Financing) .
- High End and Wealth Management for HNW and PRC Clients.
- Corporate Solution Planning for Corporate Clients.
- Provide quality after-sales services to maintain good customer relationship.
We offer:
Well-structured and comprehensive mentoring program
- Monthly income from HK$30,000 + remuneration & fringe benefits( In the first year,it can reach HKD500,000~1,000,000)
- One year fast track program to managerial level
- Special holiday package
- Overseas learning experience
- “Work Hard, Play Hard”working environment & lots of fun
- Opportunity to explore PRC business
Job Description:
1 Professional Investment plannings for clients or companies
- Wealth Management & Portfolio Advices
- Investment Planning
- Retirement Planning
- PRC Business Planning
- Corporate Solutions Provision
2 Management level
- Planning Strategies for Constructing Team
- Learn Leading, Recruiting & Managing Skills
- Provide marketing strategies skills
3 Self Continuous Improvement
- Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)
- Acquire Up-to-Date Financial Knowledge and News
- Develop Better Interpersonal and Communication Skills
4 Development Path and Work Benefit
- A structured career path and solid training in all aspects of management
- You will work very closely with a senior manager who will guide, train and mentor you
- Management trainee programme offers excellent training and a fast track career into management
- Sponsored overseas travelling for achieving yearly targets
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