Wealth Management Manager
僱主資料
招聘資料
Job Responsibility:
- Work closely with clients to analyze their financial situation
- Develop comprehensive strategies for their wealth management
- Provide full spectrum of financial planning services, including savings, investment, retirement, risk management and education fund to clients
- Constantly monitor and review their financial plans to assist them in achieving their short and long term financial goals
Qualifications:
- University Graduate or above (fresh graduates will also be considered)
- For non-degree holders, Associate Financial Planner Program will be offered
- Experience in Banking or Financial Planning Industry will be advantage
- Self-motivated, Confident, Energetic
- Excellent Interpersonal, Communication and Presentation Skills
Attractive Benefits:
- Monthly Allowance ( 10K - 50K or above for University Graduate)
- No Ceiling Commission + Year-end-bonus
- Overseas Conventions / Incentive Trips
- 18 months on-job Professional Training Program
- Professional Designation Training Program (e.g. CFP, RFP, FchFp etc)
- Fast Promotion Path to Management Level
财富管理经理 (大中华市场)
工作范围:
- 为客户提供专业的财务策划服务,包括人寿医疗保险丶储蓄丶投资及退休计划
- 开拓香港及内地客户群
- 建立良好的客户关系丶发展客户网络以开创商机
- 定期了解客户的财政需要及检讨现有财务计划
- 发展及管理专业财务策划团队
待遇及福利:
- 提供良好晋升机会(可於一年晋升管理阶层)
- 丰厚佣金加年终花红
- 海外旅游及会议奖赏
- 提供在职专业培训和跟进课程
入职要求:
- 持有大学学历者優先
- 持有有效香港身份证
- 良好国内人际网络優先
- 具备良好人际沟通技巧及表达能力
- 成熟,有积极性,主动,外向独立及有目标感
- 有志建立个人事业,发展成为理财策划优秀专才
申請工作時,切勿提供重要的個人資料,例如身份證、銀行戶口及信用卡的資料。
不要隨便相信「無需經驗、學歷」,又「人工高、福利好」的招聘廣告,應留意空缺工資與所需條件是否合乎現實和市場水平。對公司背景資料、空缺職責或行業亦應有基本認識。