WEALTH MANAGEMENT MANAGER / MANAGEMENT TRAINEE

Job description:

• To maintain high standard of client relationship and review their financial portfolios periodically
• To provide comprehensive financial planning and business advises to clients
• To maintain and expand customers’ database with target groups.
• To market our retirement funds, personal medical schemes to individual and corporate clients
  
  
  We look for:
  • Self-motivated with a positive attitude, excellent interpersonal and communication skills
  • Good command of spoken and written English and Mandarin
  • Banking and finance background is preferred
  • Degree holder in Economics, Accounting or related disciplines will be an advantage
  • Fresh graduate are welcome
  • Candidates from China, Taiwan and overseas are welcome
    
    We offer:
    • A pleasant working environment with strong supporting team
    • Professional training and career enhancement opportunities
    • Attractive and comprehensive employee benefits with monthly allowance $15,000-$50,000 plus year-end bonus
    • On-going revenue from client's portfolio performance
    • One year fast-track promotion program to management position
      
      

      工作範圍:

      • 與客戶建立緊密關係，定期審查其投資組合
      • 為客戶提供全方位的財務規劃及業務建議
      • 擴闊個人和企業目標客戶網絡
      • 為個人和企業客戶管理退休基金，個人醫療保障計劃等

      入職要求

      • 積極進取態度，願意學習，良好的人際關係和溝通技巧
      • 良好英語和普通話
      • 銀行及金融背景者，經濟學、會計學或相關學科的學位持有人優先考慮
      • 歡迎應屆畢業生，中國、台灣及海外人士應徵

      待遇及福利:

      • 舒適的工作環境，強大的支援團隊
      • 專業培訓和職業晉升機會
      • 可觀綜合僱員福利津貼每月$ 15,000 - $50,000、薪酬福利、另加年終獎金
      • 額外業績獎金
      • 一年快速晉升至管理職位
        
        
        please send your full resume to [email protected]