Location: Tsim Sha Tsui, Yau Tsim Mong District (Hybrid)
Job Type: Full time
Salary: $22,000 – $30,000 per month
About Us
ZIPP Wealth Management is a joint venture between **Zurich Insurance (Hong Kong)** – a leading European insurance giant – and **IPP International Wealth Management Limited**, one of the largest wealth management offices in the Asia-Pacific region. Together, we blend the stability of traditional insurance with the agility of modern wealth management, all while putting our clients at the heart of everything we do.
We’re committed to building trust, transparency, and integrity in every relationship. By leveraging digital innovation and collaboration, we’re constantly pushing the boundaries to deliver exceptional service and create meaningful connections with our clients.
Why Join Us?
– Be Part of Something Big: As a fast-growing venture, you’ll have the opportunity to shape the future of wealth management in Hong Kong and beyond.
– Digital-First Culture: We embrace technology and innovation, giving you the tools to thrive in a digital world.
– Impactful Work: Your ideas matter here. You’ll have the chance to make a real difference in our clients’ lives and the company’s growth.
– Learn and Grow: We invest in your development with comprehensive training, mentorship, and opportunities to build your personal brand.
About The Role
As a Wealth Management Associate, you’ll be the bridge between our clients and our team, acting as the voice of ZIPP and championing our clients’ needs. This is your chance to grow in a fast-paced, collaborative environment where digital innovation meets personalized service.
Your Key Responsibilities:
– Learn and Grow: Equip yourself with in-depth investment analysis and management skills through our comprehensive training program.
– Empower Clients: Match our financial solutions to clients’ needs, helping them achieve their financial goals.
– Deliver Excellence: Promote our Premier Service, explore client needs, and make referrals to other business units when needed.
– Be a Problem Solver: Handle and resolve customer queries through digital channels (live chat, email, WhatsApp) with professionalism and care.
– Collaborate and Innovate: Work closely with other teams to deliver seamless service and drive innovation.
– Share Knowledge: Actively provide unbiased wealth management advice and insights to clients.
– Support and Grow: Assist your supervisor and take part in exciting ad-hoc projects.
What We Offer
– Competitive Package: Attractive salary, year-end bonuses, and incentive trips to reward your hard work.
– Inclusive Culture: A harmonious, respectful, and collaborative work environment where everyone’s voice matters.
– Career Growth: Clear pathways to top-tier management roles – your success is our success.
– Training & Development: A 2-3 month comprehensive training program to set you up for success, including knowledge transfer and on-the-job coaching.
About You
We’re looking for passionate, driven individuals who are ready to take on the challenge of shaping the future of wealth management. Here’s what we’re looking for:
– Fresh Graduates Welcome: A Bachelor’s degree or above from an accredited university.
– Digital Enthusiast: A passion for learning about digital tools, social media, and innovation.
– Go-Getter Attitude: Strong self-motivation and a drive to achieve excellence.
– People Person: Excellent interpersonal and communication skills.
– Hong Kong-Based: Permanent residents of Hong Kong or holders of an HKID.
– Bilingual Skills: Proficient in English and Chinese (Cantonese is a must for client interactions).