Applicants with financial or business backgrounds are preferred
Job Descriptions: · Assess clients’ financial situations by conducting financial needs analysis · Analyze and provide total package of financial services planning · Provide comprehensive wealth management services to clients from Hong Kong and China market, including:
a. Risk Management b. Retirement Planning c. Asset Allocation (MPF) d. Estate Planning · Build up close business relationship with clients and review their financial portfolios · Build up and manage financial planning team
Requirements: · University graduates with Bachelor or master’s degree in any discipline · Previous related working experience is an advantage (experience in banking industry or similar background in Hong Kong or mainland will be an advantage) · Hardworking, independent and sophisticated at working under pressure · Good numerical skill and business sense · Strong interpersonal, communication and presentation skills · Proficient at written English, Chinese and/or excellent at Mandarin
Benefit: · Monthly Salary ($30,000-$45,000) · Attractive Year-end bonus · General holiday · Well-structured and comprehensive training program (pre-job and on-job training) · Excellent career path, one-year fast promotion to management level · Overseas trips and conventions
Full-Time Program
• High Earning Potential｜Unique bonus system
• Flexible Work Style|Flexible office, self-control time
• Elite Training System｜Industry top instructor personally teaches, quickly improve your strength
• Fast-Track Career Path|Clear promotion path, directly to the management layer
• Full Benefits｜Comprehensive medical and security benefits
Internship Program
• Official Internship Certificate｜Internship ends and official certificate is issued
• License Support｜Counseling to obtain two professional licenses
• Return Offer Opportunity|Excellent performance may lead to a full-time job offer
In-depth exploration of customer needs, tailor-made financial solutions based on customer needs, seeking medium and long-term stable profit strategies, and regular review of investment market trends. The team will help new colleagues quickly master cross-border wealth management work and enhance their professional skills through one-on-one guidance
Classification: Banking - Business
Banking - Business
classification: Banking & Financial Services
(Banking & Financial Services)
Have full working rights in Hong Kong
Mandarin, Cantonese, English
Excellent career path to management level
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Delivery Management
Responsible
Customer Service
English
Cantonese
Mandarin
Ken Yeung
KY Investment·Financial Manger / Management Trainee
