Capital Access Consultancy Limited
Capital Access Consultancy Ltd is a Hong Kong investment consultant company, having more than 10 years China and Hong Kong financial service experience. The company provides integrated financial service including investment, insurance, retirement fund, premium financing, family trust and portfolio management services to Mainland China and Hong Kong clients.
Wealth Management Personal Assistant
jobsDB Ref. JHK100003004914847
Employer Ref. 01
- Handle orders or inquiries from customers on the phone or e-mail;
- Maintain relationship with customers;
- Assist the sales manager in exploring potential customers;
- Develop and execute the new concepts, business models and channels to position business as innovator and leader;
- Prepare & design marketing as proposal;
- Collect and monitor competitor;
- Prepare monthly and quarterly client reports, valuation report and monthly business review;
- Degree holder and financial background is preferred;
- Immediately available.
- Self-motivated and aggressive to work;
- Good communication skills and interpersonal;
- Good presentation skills;
- Fresh Graduate are also welcome;
Application methods：Candidates can send CV to apply or call MS Shing through 3187 6333
Personal data collected will be used for recruitment purpose only.