岗位职责:
1.为高净值客户群体提供专业的境外投资服务与财富管理咨询
2.分析市场动态和投资机会,为客户提供投资策略和资产配置方面的建议
3.协助客户规划退休计划,包括退休账户、养老金和保险等方面
4.与客户建立良好关系,及时了解并满足客户的需求,扩大人脉网络
职位要求:
1.本科以上学历,欢迎海外留学生
2.必须持有香港身份证,优才高才和投资移民来港优先
3.具备良好人际沟通技巧
福利待遇 :
1.丰厚佣金 + 奖金及年终花红,可达HK$500,000 或以上
2.提供在职专业培训和专家咨询平台
3.弹性的工作时间
4.晋升快捷方式,表现优秀者一年内晋升管理阶层,建立自己团队
5.海外旅行和会议
Requirements:
1.Self-motivated, target-oriented, eager to learn, and responsible
2.Wealth Management Manager: Bachelor’s degree in any discipline
Responsibilities:
1.Provide all-round financial planning solutions to individual clients such as risk management, retirement planning, estate planning, and wealth management advices
2.Develop corporate solutions (group medical and MPF) business
3.Establish and maintain client relationship by providing quality after-sales services
4.Work closely with team head and internal departments that facilitate cross-selling opportunities
Benefits:
1.Attractive income package, including monthly and year-end bonuses
2.Flexible working hours with work-life balance
3.Transparent and fast-track career development to management level
4.Structured training program and mentoring by a team of well-experienced MDRT managers
5.Company stock purchase scheme
6.Overseas conventions and incentive trips