Wealth Management Consultant / Vice President / Unit Sales Director

Job Descriptions：

• Seize the future through professional wealth planning to help client achieve their personal goals;
• Provide professional investment advisory services with full range of wealth management products to propose High Net-Worth Clients with tailor-made solutions from both Hong Kong and Mainland China;(including: Fund or bond investment, Real estate investment, insurance protection etc.) ;
• Solicit new businesses and maintain long-term relationships with clients by advising market knowledge and news;
• Handle ad hoc projects assigned by Management.

Requirements：

• F.5 or above (Postgraduate in any disciplines);
• Welcome IANG, QMAS & TTPS holder and Fresh Graduate;
• Entrepreneurship and sales-oriented mindset with high level of confidence and interpersonal skills;
• High integrity, proactive with inspiration, good teamwork and able to work independently and under pressure;
• Self-motivated, Aggressive, Energetic and Eager to learn and take challenges;
• Proficient in both spoken and written English, Chinese, and Cantonese.

(Data collected will be kept strictly confidential and used for recruitment purpose only)

財富顧問 / 團隊副總裁 / 團隊經理 

工作範圍 ：

• 對股票、基金投資、樓宇買賣、保險風險管理、退休規劃感興趣人士；
• 為個人和公司客戶提供全面的財務策劃，包括風險管理、財富管理、投資計劃、退休計劃、家族辦公室策劃、企業保障計劃及融資計劃；
• 建設團隊、領導培訓和團隊管理；
• 與客戶建立長遠良好關係、擴大客戶網絡、拓寬視野、豐富全面知識。

福利待遇：

• 新人每月津贴 （每月津貼加佣金 HK$15,000-HK$40,000）；
• 多元化佣金收入；
• 公司贊助機票及酒店住宿的海外會議及旅遊獎勵；
• 除恆常會議外，工作及出差日程可自主安排；
• 公平清晰的晉升階梯，快速晉升至管理職位。

（申請人所提供之個人資料絕對保密及只供招聘用途。）

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