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香港職位

(Senior) Wealth Management Manager / Trainee

Ebro Executive Search Limited

工作地點
香港 · 中環
薪酬
HK$22,000 / 月
工作性質
全職
發布來源
Moovup

入職要求

學歷要求
香港中學文憑或同等學歷
口語要求
粵語(熟練)、英語(熟練)、普通話(熟練)
書寫要求
中文(熟練)、英語(熟練)

職位內容

The Job Client: A sizeable Insurance Company Position: (Senior) Wealth Management Manager Responsibilities: Business development through pro-actively acquiring new customers, understanding their needs and recommends the best solution to achieve their targets; Maintaining relationship with existing clients, reviewing performance of their portfolio and providing updates on new products $20K+ (Basic salary + Allowance + Commission), 5-day, Medical, Bonus, Incentives Requirements Tertiary educated preferred Relevant wealth management / financial planning experience gained with banks or insurance companies highly preferred but not a must Outgoing, pro-active and result-oriented Excellent communication and interpersonal skills Good command of English and Chinese (Cantonese, Putonghua) Fresh graduates / New immigrants through Top Talent Pass Scheme / HK residents holding IANG visa are welcome. Training will be provided to candidates without previous wealth management experience to obtain IIQE qualification
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