Asset Management Consultant

 *工作職責*

透過監控投資組合的風險水平，了解客戶的財富目標和投資要求；
評估客戶目前的財務狀況，為客戶制定財務計劃，選擇合適的金融產品和服務；
建構財富保障、財富累積、財富分配等財務規劃；
維護和發展與客戶的關係；
準備供內部和客戶使用的簡報和提案
團隊內分享市場洞察與策略；
獲得領導和團隊管理技能，以促進未來的職業發展和晉升至管理級別


*福利和薪資*

高額佣金，每月津貼（$25000 - 38000）、佣金套餐和年終獎金；
專業獎項和業界認可；
贊助海外會議；
晉升更高職位的絕佳機會；
持續的個人發展IIQE、CFA、CFP或AFP，提供考試資源和贊助；
完善的在職訓練；



*職位要求* 

  

大學學歷或以上 

（歡迎應屆畢業生/IANG工作簽證持有者）；
優秀的人際溝通、溝通和表達能力；
積極主動、有創造力、有責任感；
對中國市場有良好的了解和人脈是一個優勢；
良好的英語和中文口語和書寫能力，尤其是普通話；
必須有資格在香港工作 

 

*Job Responsibilities*


Understand clients’ wealth objectives and investment requirements, by
monitoring risk levels of investment portfolios;

Assess client's current financial situation and develop financial plan for
client by selecting suitable financial products and service;

Construct financial planning including Wealth Protection, Wealth Accumulation
and Wealth Distribution;

Maintain and develop relationship with clients;

Prepare presentations and proposals for internal and client usage

Share market insights and strategies in team;

Acquire leadership and team management skills for future career development and
progression to managerial level


*Benefits & Compensations*


High commission with monthly allowance ($25000 - 38000), commission package and
year-end bonus;

Professional awards and industry-wide recognition;

Sponsored oversea conventions and conferences;

Great chance of promoting to higher positions;

Continuous personal development IIQE, CFA, CFP or AFP with examinations
resources and sponsorship;

Well-developed on-job-training;



*Job Requirements*


Bachelor degree or above  

(Fresh graduates/ IANG working visa holders are welcomed);

Excellent interpersonal, communication and presentation skills;

Proactive, creative and responsible;

Good knowledge and network in China market is an advantage;

Good command of spoken and written English and Chinese, especially in Mandarin;

Must be eligible to work in Hong Kong