This is a unique opportunity to experience the illustrious Wealth Management Industry. We believe in providing the highest standard of financial services to high net worth individuals and proven to significantly enhance every client’s portfolio.

If you are looking for an opportunity where growth is unlimited, and to experience first-hand the value of true personal development, this is the career for you!

POSITION/ DUTY

• Communicate and identify financial needs for clients
• Analyze and provide total package financial services planning
• Provide prompt client services including banking, investment and insurance.
• Handling clients' enquiries, monitoring, funds transfer, preparing marketing presentations etc.
• To develop future business opportunity by maintaining good relationship with clients.
• Maintain regular contact and deliver quality services for existing clients
• Proactively share own experience to the team and facilitates team development in the quality of service provided
• Support the business unit in marketing and promotion activities and events

REQUIREMENTS

✅ Able to Read Chinese words
✅ University graduate
✅ Able to provide flexible, creative and authoritative service recovery solutions and alternatives to customers
✅ Good leadership skill to drive the multi-functionaltaskforce for implementation
✅ Strong communication skills, with the ability to interact with senior management
✅ GOOD command of written and spoken Chinese, Good in English
✅ A good team player with excellent interpersonal and communication skills
✅ Good knowledge of financial operations ideally
✅ Welcome Fresh Graduate/ IANG holder/ Dependent visa holders

BENEFITS

• Medical benefits
• Very Attractive Performance bonus and subsides: Competitive remuneration package, including attractive performance bonus, quarterly incentive trip, annual overseas conference and year-end bonus will be offered to the right candidate.
• Excellent career path to management level in 1-2 years
• Professional training to worldwide recognizable qualification Million Dollar Round Table (MDRT)
• Comprehensive in-depth training with personal coaching
• Will help to achieve professional destination (MDRT, CFPCM, ChFC, RFP, RFC, etc.)

Interested parties please click 立即申請 or email to christine.fong.aiahk@gmail.com or call 9314 0279.