WISE FORTUNE ADVISORS LIMITED

Wealth Management Trainee/ Financial Consultant 財富管理實習生/財務顧問

WISE FORTUNE ADVISORS LIMITED
Base salary + high commission
Posted on 29 Sep 2020

Wealth Management Trainee/ Financial Consultant 財富管理實習生/財務顧問

WISE FORTUNE ADVISORS LIMITED

Job Highlights

  • Flexible working hours
  • Monthly basic salary with commission
  • Medical insurance & Study allowance

Job Description

  Responsibilities:
  • Develop customer base
  • Provide comprehensive and all-rounded services to client’s current financial conditions including asset allocation, mortgage, MPF, insurance, saving and retirement, etc.
  • Monitor client’s financial status and propose tailor-made financial strategy to meet their needs
  • Prepare presentation materials and other necessary documents for business development activities
  • Provide quality after-sales services to maintain long-term client relationship

Requirements:

  • Tertiary education or bachelor’s degree in all disciplines; degree in finance-related subjects is an advantage
  • Interested in wealth management and financial planning
  • Good command of written and spoken English and Chinese, including Mandarin
  • A self-confident, outgoing, energetic and team player
  • Fresh graduates are welcome
  • Candidate with more experience could be offered with senior title

Benefits:

  •          Monthly basic salary with commission
  •          Flexible working hours
  •          Comprehensive on-the-job training
  •          Client base provided
  •          Medical insurance
  •          Study allowance
 


職責範圍:

  • 建立新客戶群
  • 針對客戶當前的財務狀況提供全面的服務,包括資產分配,按揭,強積金,保險,儲蓄和退休金等
  • 留意客戶的財務狀況並提出個人定制的財務策略以滿足客戶的需求
  • 為業務發展活動準備演示材料和其他相關文件
  • 提供優質的售後服務並與客戶維持一個長期的關係

 要求:

  • 學位持有者,金融相關學科優先
  • 對財富管理和財務規劃感興趣
  • 良好的英語和漢語書面和口語能力,包括普通話
  • 自信,外向,充滿活力和團隊合作精神
  • 歡迎應屆畢業生 
  • 具有更高經驗的候選人可以提供高級職位

待遇:

  • 每月底薪高佣金
  • 靈活的工作時間
  • 綜合培訓
  • 提供客戶群
  • 醫療保險
  • 學習津貼

Additional Information

Career Level
Middle
Qualification
Degree
Years of Experience
N/A
Job Type
Full Time

Additional Company Information

Benefits & Others
Education allowance, Five-day work week, Flexible working hours, Medical insurance, Performance bonus