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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) Limited
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Job 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
Job Responsibilities:
  • 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
Job requirement:
  • 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

More Information

Salary
35,000 - 45,000 / month
Benefit
  • 5-day week
  • Additional subsidies
  • Competitive pay
  • Discretionary bonus
  • Flexible working hours
Job Function
Location
  • Tsim Sha Tsui
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 2 years - 4 years
Career Level
  • Middle management level
Education
  • Master's degree
  • Degree
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/