职务概要
| 职位种类 | 专业服务（咨询/金融/房地产/专业咨询）／咨询 |
|---|---|
| 行业类别 | 金融／ 证券/基金 |
| 职位类型 | 未分类 |
| 岗位级别 | 其他 |
| 招聘人数 | 1 |
| 希望入职时间 | - |
| 必须语言能力 |
粤语 （母语水平） 英语 （精通-较多商务交流经验） 汉语 （精通-较多商务交流经验） |
| 希望具备的语言能力 | - |
| 工作时间 | 其他 |
| 福利待遇和带薪休假 |
详细工作内容
Company Overview
Our client is a large size financial group and they are looking for a highly motivated Associate join their wealth management division which is expanding and growing steadily. Ideal for someone who is interested in developing a long term career within private wealth management.
Job Description
Report to Team Head of the wealth management department
Assistant the team with client development and business development
To achieve business targets in revenue
To offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
To conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
To expand clientele through own network
To comply with internal/external regulations and guidelines
Requirements
College or University and above
Holder of SFC RA1, RA4 license. A technical representative under PIBA is a plus
Minimum of around 3+ years' relevant experience in financial industry
Sales-oriented with proven sales record and performance
Strong client development and networking
Familiar with investment and insurance products
Good communication, interpersonal skills
Proficiency in English, Cantonese and Mandarin
Additional Job Information
Incentive & Discretionary Bonus
5 day work week
Medical
Hong Kong Island
关于面试
联络人
Associate
上海艾杰飞人才管理咨询有限公司（RGF）
20000 〜 28000 HKD
