Account Manager – Customer Service & Development

Job Descriptions

• Provide professional after-sales service to cultivate strong customer relationship and explore new business opportunities

• Identify clients’ financial objectives, risk appetites and investment preferences
   

• Provide professional analysis, advice and customized solution based on each individual client’s unique needs  

• Formulate investment strategies and tailor wealth management plans riding on a wide range of products platform

• Stay updated on new products and market trends through in-house training programs and resources

We Offer

• Guarantee Fixed Income >HK$20K  

• Full Commission + Incentives + Bonus + Advisory Fees

• Education subsidies for professional designations and IIQE examination + IA/SFC registration Fees

• Attractive sales incentive and contests

• Comprehensive training program

• Ongoing client lead support in addition to exploring your own client base

• Excellent career path with fast track promotion opportunities

Requirements

• Matriculated or above, min 2 years of work experience (sales / customer service experience preferred)

• Strong career mind and desire for success

• Ambitious, self-motivated and willing to take on challenges

• Strong interpersonal and communication skills, enjoy engaging with people

• Honest, independent and eager to learn

You could move on your career either as Business Development Manager or Team Manager, depending on your own interests. We have wealth of experience in nurturing the top consultants in the industry.