Star Wealth Independent Financial Planner Account Executive

復星國際證券有限公司·Finance & Banking

Replied to 3 talents in 7 daysContractPart TimeFull Time

Central

HK work visa available

No experience limit

Bachelor

Hybrid

Negotiable

Job Highlights

具競爭力的待遇

全方位在職培訓與晉升機會

需境外证券从业资格

Job Description

Job Description

Working scope
（1）Achieve the annual revenue target, new customer acquisition target, and asset management scale growth target of the position;
（2） Responsible for customer acquisition, service, maintenance, and operation;
（3） Through all-round asset allocation, we provide customers with asset preservation and appreciation services;
（4） Timely understand market dynamics, study customers’ personalized financial management requirements, and propose product development needs;
（5）Marketing customer transaction needs, providing large investment bank business leads and potential opportunities;

We expect you to have
（1）Healthy body, upright character, honesty, and ambition are essential qualities. I have no record of any illegal or unethical behavior;

We provide you with
Competitive compensation
Excellent promotion opportunities and continuous on-the-job training
Flexible work arrangements allow you to achieve a balance between work and life
Friendly team culture and good working environment
If you are a non-permanent resident employee, the company can also handle your renewal
If you meet the above requirements, please submit your resume immediately. Let's start a new chapter in your career together!

Insurance Marketing

Investment / Asset Management Manager

FIN

Investment

Bonds

Cantonese

劉經理

Fosun International Securities Limited·hr

Active today

Company Overview

Fosun International Securities Limited

Finance & Banking

Fosun Wealth Holdings is a financially strong company with a full license in multiple business fields, currently holding three fully licensed subsidiaries, including: (1) Fosun International Securities Co., Ltd. (Central Registration Number: AAF432) holds a Type 1 license (Securities Trading) , Type 2 license (Futures Contract Trading) , Type 4 license (Providing Securities Advice) , and Type 9 license (Providing Asset Management) issued by the Hong Kong Securities Regulatory Commission; (2) Fosun International Asset Management Co., Ltd. (Central Registration Number: BPX707) holds a Hong Kong Securities and Futures Commission (SFC) license of type 4 (giving advice on securities) and type 9 (providing asset management); (3) Fosun International Capital Co., Ltd. (Central Registration Number: BPX708) holds a Hong Kong Securities and Futures Commission (SFC) license No. 1 (Securities Trading) and license No. 4 (Providing Securities Advice); At the same time, Fosun Wealth Holdings also co-operates with its affiliated companies in wealth management and other related fields, including holding a Hong Kong money lender's license, a Hong Kong Insurance Regulatory Authority registered insurance broker license and a Hong Kong Mandatory Provident Fund Schemes Authority registered principal intermediary license, to provide comprehensive investment and wealth management services to customers. Fosun Wealth Holdings is in the high-growth stage in all aspects of its business under the leadership of financial technology, and it continues to recruit experienced professional teams from global top financial institutions and top Chinese investment banks based on Fosun's tradition of attracting top talent globally. At the same time, based on Fosun's industrial background and global resources, and benefiting from the synergies of its four major sectors of health, happiness, wealth and smart manufacturing, Fosun Wealth Holdings is committed to becoming a high-quality boutique investment bank in the healthcare sector and a comprehensive service provider for Chinese dollar bonds, providing high-quality and uniquely advantageous financial products and services to customers worldwide.

Similar jobs

Quick reply