Strategic Management Professional
5 days ago
Synergy Financial Organisation is a leading provider of comprehensive wealth management services. We are seeking a highly experienced and motivated Senior Unit Manager to join our team.
Key Responsibilities:
- Provide tailored wealth management advice and investment plans to customers, taking into account their risk tolerance and financial goals.
- Establish and manage high-performing teams, developing strategies to enhance team skills and drive business growth.
- Coordinate and manage customer investment portfolios, ensuring they align with risk preferences and financial objectives.
- Analyse customers' risk profiles and asset-liability status, providing expert advice and solutions on risk management and asset protection.
- Assist customers in completing account opening and transaction processes, ensuring compliance with internal systems and regulatory requirements.
- Develop and maintain strong relationships with customers, understanding and meeting their needs in a timely and professional manner.
Requirements:
- Bachelor's degree or above in any discipline.
- Ambitious, motivated, studious, and proactive individuals with excellent communication skills.
- Strong sense of responsibility and ability to work independently.
- IANGs, TTPS, QMAS qualifications welcome.
- Preferably candidates with management experience.
Benefits:
- Competitive monthly salary ranging from HK$30,000 to HK$60,000, based on personal work experience, capabilities, and performance.
- Generous performance-based bonuses and year-end bonuses distributed according to individual performance.
- Able career development opportunities, including internal promotions, professional training courses, and cross-departmental learning platforms.
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