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Senior Unit Manager

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Senior Unit Manager

Synergy Financial Organization
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Job Highlights

  • Salary and Benefits
  • Bachelor’s degree (any discipline) or above
  • Those with management experience are preferred

Job Descriptions:

  • Provide comprehensive wealth management services to customers: wealth management advice, investment plans, retirement plans, risk management plans
  • Establish and manage teams to develop team development strategies; learn to develop and manage professional team skills; team sharing and co-building marketing systems
  • Coordinate and manage customers’ investment portfolios to ensure that they meet risk tolerance and financial goals
  • Analyze customers’ risk preferences and asset-liability status, and provide customers with advice and solutions on risk management and asset protection
  • Assist customers to complete account opening and transaction processes to ensure compliance with internal systems and regulatory requirements
  • Establish and maintain good relationships with customers, understand and meet customer needs in a timely manner, and provide quality services


Job Requirements:

  • Bachelor’s degree (any discipline) or above
  • Ambitious, motivated, studious, proactive
  • Excellent communication skills and a strong sense of responsibility
  • IANGs, TTPS, QMAS are also welcomed
  • Those with management experience are preferred


Salary and Benefits

  • The specific salary will be comprehensively determined based on personal work experience, capabilities, and performance, with no upper limit.
  • In addition to the basic salary, the company also provides generous performance - based bonuses and year - end bonuses, which are distributed according to personal performance.
  • A comprehensive welfare system is offered, including the five social insurance and one housing fund, paid annual leave, regular physical examinations, and holiday benefits.
  • There is ample room for career development. The company attaches great importance to employees' career growth and provides internal promotion opportunities, professional training courses, and platforms for cross - departmental communication and learning.

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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Hong Kong > Others
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • N/A
Career Level
  • Middle management level
Education
  • Degree