Wealth Management Vice President 财富管理副总裁 (up to 50K)

Waterdrop Financial Services (HK) Limited

Job Responsibilities:

  • Identifying needs of clients and providing professional financial advice
  • Management of wealth assets of clients through investment vehicles
  • Updating financial news to your clients
  • Providing financial analyst, investment, saving, retirement, MPF and risk management services includes but not limits to : Asset Management, Bonds & Mutual Funds Investment,  Risk Management, Premium Financing…
  • Provide Wealth Management for Clients
  • Corporate Solution Planning for Corporate Clients
  • Provide quality after-sales services to maintain good customer relationship

 

工作职责:

  • 识别客户需求并提供专业的理财建议
  • 通过投资工具管理客户的财富资产
  • 向客户更新财经消息
  • 提供金融分析、投资、储蓄、退休、强积金和风险管理服务,包括但不限于:资产管理、债券及共同基金投资、风险管理、保费融资…
  • 为客户提供财富管理
  • 为企业客户提供企业解决方案规划
  • 提供优质的售后服务,维护良好的客户关系

 

Job requirement:

  • Degree holder in all discipline
  • Energetic and outgoing
  • Mature, self­-motivated, hardworking and willing to learn
  • 3 years+ working experience is an advantage
  • Experience in banking industry or financial background in mainland will be an advantage
  • Full working rights for Hong Kong are also welcome
  • Fluent in Cantonese and Mandarin is an advantage

 

职位要求:

  • 各专业学位持有者
  • 精力充沛、外向
  • 成熟、积极进取、勤奋、乐于学习
  • 3年以上工作经验者优先考虑
  • 有银行业经验或内地金融背景者优先考虑
  • 亦欢迎有香港完整工作权者
  • 能说流利粤语和普通话者优先考虑
     
更多工作資料
薪酬 35,000 - 50,000 / 月薪
待遇
  • 五天工作週
  • 額外津貼
  • 豐厚薪酬
  • 彈性花紅
  • 彈性工時
工種
  • 銀行 · 金融服務 - 投資服務
工作地點
  • 尖沙咀
僱用形式
  • 全職
教育程度
  • 碩士
  • 學士
  • 博士

類近好工

Business Manager / Senior Business Manager (Fresh graduates / IANG / TTPS / QMAS visa holders are welcome)

Reborn Alliance Group Limited

Project Manager – Global Business Reporting (GBR) (1-year contract)

Hang Seng Bank

Team Admin(Fixed Term Contract)

Standard Chartered Bank

General Banking Manager

Hang Seng Bank

Executive Customer Relationship Manager

Hang Seng Bank

Part-time Student Helper (Operations)

The Hong Kong Mortgage Corporation Limited