Wealth Management Manager

工作職責

Job Highlights Professional training in Wealth Management sectors (Risk Management/ Saving Management/ Investment Management/ Retirement Management) Competitive salary and high commission is offered. Bonus and overseas conventions are provided. Professional Team with best support Working Responsibilities Assess clients’ current financial status by conducting financial needs analysis. Offer Professional financial advice to clients Offer all-rounded financial solutions to clients, including risk management, retirement planning, asset allocation, investment and so on. Attend Professional Training courses and One month internal training program will be provided. Entry Requirements Degree Holder in All Disciplines HK I.D Card holder and Welcome Mainland China Fresh Graduates with IANG Fresh Graduates are welcomed Benefits Attractive bonus Overseas conventions plus excellent career path Excellent, well-structured and comprehensive in-house training programs led by our experienced and well recognized mentors Flexible working hours Comprehensive and well-structured development programs help you to become a member of Million Dollar Round Table (MDRT*) Fast-track advancement opportunities. Outstanding individuals will have an opportunity to get promotion to Managing Level. Contact Us： - WhatsApp：9504 9535 -工作福利 協助續簽留港工作簽證 財富管理行業的專業培訓（風險管理/儲蓄管理/投資管理/退休管理） 提供每月花紅（$ 10000 + ）和高佣金，提供獎金 參加海外會議 專業團隊提供最佳幫助 -工作職責 進行通過財務需求分析來評估客戶的當前財務狀況 為客戶提供專業的財務建議 為客戶提供全方位的財務解決方案，包括風險管理，退休計劃，資產分配，投資等 參加專業培訓課程和一個月的內部培訓課程 -入職要求 所有專業的學位持有者 香港身份證持有人或IANG 歡迎應屆畢業生 -好處 高額的獎金 海外旅行會議及有規劃的職業道路 由經驗豐富的導師指導，提供全面的培訓計劃 靈活的工作時間 全面的培訓計劃，以百萬圓桌會議（MDRT）成員為目標 快速晉升階梯 聯繫方式： WhatsApp：9504 9535