Senior Unit Manager
1 day ago
Senior Regional Director at Synergy Financial Organisation
Job Descriptions:
- Provide comprehensive wealth management services to customers: wealth management advice, investment plans, retirement plans, risk management plans.
- Establish and manage teams to develop team development strategies; learn to develop and manage professional team skills; team sharing and co-building marketing systems.
- Coordinate and manage customers' investment portfolios to ensure that they meet risk tolerance and financial goals.
- Analyze customers' risk preferences and asset-liability status, and provide customers with advice and solutions on risk management and asset protection.
- Assist customers to complete account opening and transaction processes to ensure compliance with internal systems and regulatory requirements.
- Establish and maintain good relationships with customers, understand and meet customer needs in a timely manner, and provide quality services.
Job Requirements:
- Bachelor's degree (any discipline) or above.
- Ambitious, motivated, studious, proactive.
- Excellent communication skills and a strong sense of responsibility.
- IANGs, TTPS, QMAS are also welcomed.
- Those with management experience are preferred.
Salary and Benefits:
- The monthly salary ranges from HK$30,000 to HK$60,000. The specific salary will be comprehensively determined based on personal work experience, capabilities, and performance, with no upper limit.
- In addition to the basic salary, the company also provides generous performance-based bonuses and year-end bonuses, which are distributed according to personal performance.
- There is ample room for career development. The company attaches great importance to employees' career growth and provides internal promotion opportunities, professional training courses, and platforms for cross-departmental communication and learning.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Management and Customer Service
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