Wealth Management Consultant

20 hours ago


Hong Kong Island, Hong Kong SAR China Leadingnation Full time

Job Descriptions Seize the future through professional wealth planning to help client achieve their personal goals; Provide professional investment advisory services with full range of wealth management products to propose High Net‑Worth Clients with tailor‑made solutions from both Hong Kong and Mainland China;(including: Fund or bond investment, Real estate investment, insurance protection etc.) ; Solicit new businesses and maintain long-term relationships with clients by advising market knowledge and news; Handle ad hoc projects assigned by Management. Requirements F.5 or above (Postgraduate in any disciplines); Welcome IANG, QMAS & TTPS holder and Fresh Graduate; Entrepreneurship and sales‑oriented mindset with high level of confidence and interpersonal skills; High integrity, proactive with inspiration, good teamwork and able to work independently and under pressure; Self‑motivated, Aggressive, Energetic and Eager to learn and take challenges; Proficient in both spoken and written English, Chinese, and Cantonese. (Data collected will be kept strictly confidential and used for recruitment purpose only) 財富顧問/團隊副總裁 /團隊經理 工作範圍 對股票、基金投資、樓宇買賣、保險風險管理、退休規劃感興趣人士; 為個人和公司客戶提供全面的財務策劃,包括風險管理、財富管理、投資計劃、退休計劃、家族辦公室策劃、企業保障計劃及融資計劃; 建設團隊、領導培訓和團隊管理; 與客戶建立長遠良好關係、擴大客戶網絡、拓寬視野、豐富全面知識。 福利待遇 新人每月津贴 (每月津貼加佣金 HK$15,000-HK$40,000); 多元化佣金收入; 公司贊助機票及酒店住宿的海外會議及旅遊獎勵; 除恆常會議外,工作及出差日程可自主安排; 公平清晰的晉升階梯,快速晉升至管理職位。 (申請人所提供之個人資料絕對保密及只供招聘用途。) Apply Now for an interview with your resume or CV to us. #J-18808-Ljbffr



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