Greater Bay Area Wealth Management Trainee (MT)

CHEUK LUN

Replied to 3 talents in 7 daysFull Time
HK work permit required
3 to 5 yrs exp
Bachelor
8.5 hrs/day, 5 days/wk, Hybrid / WFH
HK $25K-38K/Month
Job Highlights
深耕香港11年專業金融顧問團隊
AIA友邦保險深度戰略合作夥伴
持有大學本科或以上學歷
Job benefits
Family-friendly Leave
Extra paternity leave
Special / extra leave
Birthday leave
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Job Description

Cheuk Lun Wealth Management Studio (Partnered with AIA)

Company introduction:

[Job Responsibilities]

  1. Provide professional family protection health check and financial advice to customers.

  2. Develop and operate domestic/cross-border high net worth markets, providing asset diversification solutions.

  3. Assist customers in handling high-end medical compensation and global asset inheritance planning.

[Job Requirements]

  1. Bachelor's degree or above (welcome high talent, high potential and IANG graduates).

  2. Have good communication skills and enthusiasm for the financial industry.

  3. Applicants with banking, high-end retail, real estate or sales experience are preferred.

[Team Advantage] By AIA Hong Kong 11-year veteran MDRT instructor Marco, who specializes in serving high net worth clients.

View more
Finance
Investment / Asset Management Manager
FRM
Cantonese
English
Mandarin
Manager Taylor
CHEUK LUN·Manager
Active within 7 days
Company Overview
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