Wealth Management Advisor
僱主資料
招聘資料
此招聘已經結束，按此搜尋相關職位。
- Assess clients’ financial situations by conducting financial needs analysis
- Provide comprehensive wealth management services to clients from Hong Kong and China market, including:
- Risk Management
- Investment & Retirement Planning
- Asset Allocation
- Educational Fund
- Premium Financing
- Estate Planning
- Build up close business relationship with clients and review their financial portfolios
- Provide quality after-sales services to maintain good customer relationship.
- Develop your team
提防求職陷阱
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。