Wealth Management Manager/Trainee
1 day ago
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 holder
- 2+ 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
Internship
Employment typeFull-time
Job functionFinance and Sales
IndustriesInsurance
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