Wealth Management Manager 財富管理經理
ASK IT LimitedHong kong +Update time: October 9,2020
Job Description

We are looking for suitable candidates who is passionate in Finance and Wealth Management Industry for our clients. 我們為客戶尋找對金融及財富管理行業具熱誠的人才。

 

Highlights:

  • Flexible Working Hours 彈性工作時間
  • Monthly Income + Attractive Commission + Performance Bonus 底薪加豐厚佣金及花紅
  • Medical Insurance and Life Insurance 醫療及人壽保障
  • Overseas learning and convention opportunities 海外學習及會議機會
  • Special holiday packages – Company trips 特別假期套票
  • Fast track program to managerial level and clear career prospects 能快速晉升至管理層並有明確的職業前景
  • Free examination fee for Insurance Intermediary License 豁免保險中介人牌照考試費
  • Professional training and valuable guidance from experienced mentors 獲得專業及經驗豐富的導師提供專業的培訓和指導

 

Job Description:

  • Identifying needs of clients and providing tailored financial advice 確定客戶需求並提供量身定制的財務建議
  • Management of wealth assets of clients through investment vehicles 通過投資工具管理客戶的財富資產
  • Provide financial analyst, investment, saving, retirement, MPF and risk management services (Capital Investment Immigration Consultancy, Asset Management, Bonds & Mutual Funds Investment, Securities & Futures Dealing, Risk Management, Premium Financing) 提供金融分析師,投資,儲蓄,退休,強積金和風險管理服務(資本投資移民諮詢,資產管理,債券和共同基金投資,證券交易,風險管理,保費融資)
  • Provide Corporate Solution Planning for Corporate Clients 為企業設計適合的企業方案
  • Update financial news to your clients 向客戶更新財務新聞
  • Provide quality after-sales services to maintain good customer relationship and expand new customer sources 提供優質的售後服務,以保持良好的客戶關係並擴大新的客戶來源

 

Requirements:

  • Associate Degree / High Diploma / Degree holder in any discipline (IANG and overseas candidates AND mature mid-old ages are welcome) 持有任何學科的副學士 / 高級文憑 / 學士學位 (歡迎內地及海外學生及成熟中高齡人士加入)
  • Energetic and outgoing individual 精力充沛而且外向
  • Mature, self-motivated, hardworking and willing to learn 成熟,有上進心,勤奮並願意學習
  • Good communication and presentation skills in Cantonese, English and Mandarin 良好人際溝通技巧及表達能力,懂廣東話、英及和普通話
  • With related working experience in bank is an advantage 具銀行經驗優先

 

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