Wealth Management Vice President 資管副總裁 (up to 50K)
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Wealth Management Vice President 資管副總裁 (up to 50K)
Waterdrop Financial Services (HK) LimitedJob Highlights
- 公司贊助機票及酒店住宿的海外會議及旅遊獎勵
- 無上限豐厚佣金 + 特別獎勵
- 歡迎 IANG,優才,高才, 受養人及新來港人士簽證
- Identifying needs of clients and providing professional financial advice
- Management of wealth assets of clients through investment vehicles
- Updating financial news to your clients
- Providing financial analyst, investment, saving, retirement, MPF and risk management services includes but not limits to : Asset Management, Bonds & Mutual Funds Investment, Risk Management, Premium Financing…
- Provide Wealth Management for Clients
- Corporate Solution Planning for Corporate Clients
- Provide quality after-sales services to maintain good customer relationship
工作职责：
- 识别客户需求并提供专业的理财建议
- 通过投资工具管理客户的财富资产
- 向客户更新财经消息
- 提供金融分析、投资、储蓄、退休、强积金和风险管理服务，包括但不限于：资产管理、债券及共同基金投资、风险管理、保费融资…
- 为客户提供财富管理
- 为企业客户提供企业解决方案规划
- 提供优质的售后服务，维护良好的客户关系
- Degree holder in all discipline
- Energetic and outgoing
- Mature, self-motivated, hardworking and willing to learn
- 3 years+ working experience is an advantage
- Experience in banking industry or financial background in mainland will be an advantage
- Full working rights for Hong Kong are also welcome
- Fluent in Cantonese and Mandarin is an advantage
职位要求：
- 各专业学位持有者
- 精力充沛、外向
- 成熟、积极进取、勤奋、乐于学习
- 3年以上工作经验者优先考虑
- 有银行业经验或内地金融背景者优先考虑
- 亦欢迎有香港完整工作权者
- 能说流利粤语和普通话者优先考虑
Skills
More Information
| Salary | 35,000 - 45,000 / month |
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Overview
水滴金融服務（香港）有限公司（以下簡稱“水滴金融”）創立於香港，為個人和企業客戶提供專業的保險經紀及財富規劃服務，以用戶為本滿足多元化需求。公司憑藉前瞻性的營運理念、強大的產品業務支持網路、專業的規劃諮詢團隊為客戶的財富服務。透過這個龐大的平臺，我們為客戶提供理財策劃，強制性公積金，保險服務，風險管理等全方位金融服務。水滴金融母公司（水滴公司）已於二零二一年五月七日正式登陸紐約證券交易所（股票代碼：WDH）。
https://www.waterdropfinancial.com/