Wealth Management Manager 财富管理经理

Job Description:

• Identify the needs of high-net-worth clients and provide comprehensive financial advice.
• Offer risk management, wealth protection, investment, MPF, and retirement planning services.
• Develop corporate solutions and employee benefits plans for corporate clients.
• Keep clients informed with the latest financial news and benefits.
• Maintain strong customer relationships with top-notch after-sales service.

职位描述：

• 确定高净值客户的需求并提供全面的财务建议
• 提供风险管理、财富保障、投资、强积金和退休规划服务
• 为企业客户制定企业解决方案和员工福利计划
• 让客户了解最新的财经新闻和福利
• 通过一流的售后服务保持牢固的客户关系

Job Requirements：

• Bachelor degree holder or above
• Self-motivated, target-oriented, passionate for winning and proactive
• Possessing outstanding leadership qualities
• A responsible team player
• Excellent communicator with splendid analytical and organising skill
• Good command of spoken and written Chinese and English

工作要求：

• 本科以上学历
• 积极进取、目标明确、追求成功、积极主动
• 具有出色的领导才能
• 有责任心、团队精神强
• 沟通能力强、分析和组织能力强
• 中英文口语和书写流利