Wealth Management Manager

Requirements

- HKCEE / HKDSE 5 subjects pass (including Chinese / English and mathematics). Bachelor or degree is a definite advantage

- Fresh graduate, with HK working visa or IANG visa are welcome, working experience is an added advantage

- Excellent team player

- Passionate in private client service sector

- Energetic, aggressive and self-motivated

- Fluent English and Mandarin language skills

- Fresh Graduates are welcome

We look for entrepreneurial and top caliber candidates to join our professional team in providing all-rounded protection and financial solutions including different types of life insurance products, financial planning, savings management, retirement planning and children’s education fund to clients.

Job Highlights

- Progressive training program

- Build up good relationship with clients

- Comprehensive fringe benefits

Job Description/Duties

- Solving client’s problems

- Providing accurate market intelligence for clients

- Providing professional financial services provision to customers

- Providing wealth and protection management & portfolio advice to customer

- Providing customer service and sales follow up.

- Handling investment planning, retirement planning, risk management planning, estate (tax) planning

香港鰂魚涌英皇道734號友邦香港大樓15樓1508室

*申請人提供之全部資料絕對保密及只作招聘之用。