Wealth Management Trainee/ Financial Advisor
Convoy Financial Services LtdTaikoo shingUpdate time: January 27,2020
Job Description

Responsibilities:

  • Provide professional advice for clients on Financial Planning, asset management, wealth management, securities and CIES, etc.
  • Work as a team to organize Global business development events, such as, investment seminars, marketing events and road shows regarding investment
  • Develop new business network and maintain existing client account services, need to make use of your own client servicing skills, and your professional knowledge to maintain a good relationship with clients
  • Opportunity to develop your career in China

Requirement:

  • Degree holder, finance-related subject preferred
  • Mature, self-motivated and pro-active
  • Excellent interpersonal and communications skills
  • Candidates who are interested in finance and marketing will be an advantage

Benefits:

  • Provision of quality customers
  • Attractive and comprehensive employee benefits with monthly allowance plus.
  • Travel incentive, Study and Continuous Learning
  • Sponsorship Comprehensive training program towards professional qualifications
  • One year Fast-Track Promotion Program to be partner relationship with company with profit share.
  • Attractive and comprehensive employee benefits with monthly allowance plus year-end bonus

 

 

We are an equal opportunity employer and welcome applications from all qualified candidates. Information provided will be treated in strict confidence and only be used for consideration of your application for the relevant or similar post(s).

 

 

Get email alerts for the latest"Wealth Management Trainee/ Financial Advisor jobs in Taikoo shing"