CL Moment
Wealth Management Manager
AI Job Summary
We are looking for:
- Bachelor’s degree holder or above in all disciplines
- Mature, self-motivated, diligent, willing to learn and with high integrity
- Excellent interpersonal and communication skills
- Experience in banking/ financial industry will be an advantage
- Fresh Graduates are also welcomed
Job Description & Responsibilities:
- Professional Financial Services
- Construct financial planning including Wealth Protection, Wealth Accumulation and Wealth Distribution
- Understand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios
- Assess client's current financial situation and develop financial plan for client by selecting suitable financial products and service
- Prepare presentations and proposals for both internal and client usage
- Review and revise client's financial plan based on their life-changing situations
- Maintain friendly and lasting client relationships
Team Development:
- Acquire leadership and team management skills for future career development and progression to managerial level
- Motivate and inspire team members
- Plan and execute strategies for constructing team
- Share market insights and strategies in team
Benefits & Compensations:
- High commission with expected monthly income from HK$30,000+
- Performance-based incentives including travel allowance, bonus, etc.
- Professional awards and industry-wide recognition, i.e. Million Dollar Round Table (MDRT)
- Sponsored oversea conventions and conferences
- Well-developed on-job-training; qualified applicants will be recommended to the AIA Premier Academy or Executive Development Programme
- Continuous personal development IIQE, CFA, CFP or AFP with examinations resources and sponsorship
- Group medical insurance and other allowance
Closed 2 months ago
- Job type:Graduate Jobs
- Disciplines:Accounting, Actuarial Studies, Administration, Agriculture, Architecture,...
- Work rights:Hong Kong Citizen, Hong Kong...
- Locations:Hong Kong
- Salary Range
12,000+
- Closing Date:30th Jun 2024, 3:59 pm
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