Wealth management manager/trainee

4 days ago


Central And Western District, Hong Kong SAR China AIA Hong Kong And Macau Full time

Wealth Management Manager/Trainee (Fresh Graduated Welcome)1 week ago Be among the first 25 applicants Client-facing role with high-net-worth individuals (HNWIs)Building tailored financial portfolios to meet client's financial and insurance needs Providing business solutions to listed companies and corporate clients Team-building and leadership development opportunities We are looking for: University degree holder2+ years of working experience in the financial industry is an advantage Experience in the banking industry or background in mainland will be an advantage Energetic, outgoing, hardworking, and willing to learn IANG/ TTPS/ QMAS visa holders are welcome Fluent in Mandarin is a must, and Cantonese is a plus Responsibilities: Identifying the needs of clients and providing professional financial advice Management of wealth assets of clients through financial and insurance products Updating the latest financial news to clients Providing financial analysis, investment, saving, retirement, MPF, and risk management services (Capital Investment Immigration Consultancy, Asset Management, Bonds & Mutual Funds Investment, Premium Financing)High-end financial planning for HNW and PRC Clients Corporate Solution Planning for Corporate Clients Provide quality after-sales services to maintain good customer relationship Seniority level Internship Employment type Full-time Job function Finance and Sales Industries Insurance#J-18808-Ljbffr



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