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Wealth Management Advisor (Marketing Department)Emperor Wealth Management Limited
  • Mong Kok
  • Base salary + high commission
  • Posted on 25 Mar 2019
Wealth Management Advisor (Marketing Department)Emperor Wealth Management Limited
Job Highlights
  • IANG
  • Bachelor Degree Holders
  • Insurance, Wealth Management, Asset Management
Job Description

Responsibility:

  • Serve clients and offer financial planning / solutions to achieve their financial goals
  • Understand the financial market, solicit and develop business from potential prospects / clients
  • Expand client base through prospecting and increase existing clients’ portfolio through cross-selling of products within our wide product platform
  • Maintain good relationship with high Net-Worth clients and conduct regular financial reviews to ensure customer satisfaction and retention of business
  • Expand client base through prospecting and increase existing clients’ portfolio through cross-selling of products within our wide product platform including insurance, mutual fund and bonds, etc.
  • Be familiar with regulatory requirements, and to ensure full compliance with internal and external requirements on relevant regulated activities

Requirements:

  • Tertiary or university-level education in any discipline, preferably in Finance, Business Administration or Economics, IANG working visa will also be considered
  • Solid sales experience from financial institutions, providing professional advice to clients, ideally with experience working in a Wealth Management environment, candidate with less experience will be considered junior wealth management consultant
  • Strong self-motivation, proactive and sales-oriented
  • Good level of verbal English and Cantonese, with Putonghua an advantage

We offer rewarding career path with attractive remuneration package as well as comprehensive training to the right candidates.

有意申請者請將履歷電郵Apply Now或致電39660677 約⾒。

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Additional Information
Career Level
Middle
Qualification
Matriculated
Years of Experience
N/A
Employment Type
Full Time, Permanent
Company details

Subsidiary company of Emperor Capital Group Limited (Stock Code: 717)

Emperor Capital Group Limited ("Emperor Capital Group"; Stock Code: 717) was established in 1993 and has been listed on the Hong Kong Stock Exchange since April 2007. Its professional teams provide a wide range of financial services including: brokerage services for securities, futures and options traded on the exchanges in Hong Kong, Japan, the US and the UK, as well as wealth management and asset management services; provision of margin and IPO financing as well as loans and advances such as personal money lending and second mortgage loans; placing and underwriting services; and corporate finance advisory services.