Location: Wan Chai
Job Type: Full time
Salary: $35,000 – $45,000 per month
Job Description
Private Wealth Management managers play an important role in our efforts to continually enhance our performance for customers and provide the highly valued products and services. Our team seeks for attracting high-calibre talent by offering a flexible working environment and unlimited career development opportunities.
Distribution
This position focuses on personal wealth management and financial services. Our comprehensive wealth management initiatives are tailor made for both our high-net-worth and mass integrated account customers. With more than 3 million individual customers, we serve approximate half of the population in Hong Kong while offering an extensive range of products to our valued customers.
Key Responsibilities and Duties
- Provide comprehensive wealth management advice to High Net Worth individuals and corporate clients
- Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehicles
- Develop and expand existing network through customer relationship management
- Lead team and implement strategic planning for team management
Requirements
University level education is an advantage OR
HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / “Attained” or above) plus relevant work experience
Experience in handling offshore and mainlander segment will be an advantage
Good communication and interpersonal skills
Good command of Chinese
Our Benefits:
Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
Visa Support
Professional training program (Pre-job and on-job training on how to be MDRT qualifier)
One year fast-track promotion program to Senior Manager /Assistant Unit Manager
Excellent career path to management level
Comprehensive Medical Coverage, Life Insurance & Retirement Packages
Overseas trips and conventions
Dynamic Working Environment, Flexible Working Hours