Financial Consultant 见习理财经理 (欢迎无相关经验/本地或海外海外/高才/优才申请)

Waterdrop Financial Services (HK) Limited

Job Responsibilities:

  • Provide expert financial services to clients, including wealth management & portfolio guidance, investment strategy, retirement planning, and risk management.
  • Drive expansion into the Chinese market by delivering offshore wealth management services to MCV clients.
  • Gain access to an existing client base to facilitate business growth.
  • Monitor and analyze clients' financial situations, developing customized solutions to meet their needs.
  • Recruit and develop promising financial planners to build and lead your own professional team.

 

工作职责:

  • 为客户提供专业金融服务,涵盖财富管理与投资组合建议、投资策略、退休规划及风险管理等领域。
  • 开拓中国市场,为普通话客户提供离岸财富管理服务。
  • 公司提供现有客户资源,助力业务发展。
  • 跟踪分析客户财务状况,量身定制解决方案,满足客户需求。
  • 招募具潜力的理财顾问,建立并带领自己的专业团队。

 

Job Requirements:

  • Higher Diploma / Associate Degree or above of any discipline.
  • Aggressive, outgoing and work independently.
  • Candidates with IANG,TTPS & QMAS are welcomed.
  • Fresh Graduates or New in this industry will also be considered

 

工作要求:

  • 任何专业的高级文凭/副学士学位或以上。
  • 积极进取、外向且能独立工作。
  • 欢迎拥有 IANG、TTPS 和 QMAS 的候选人。
  • 应届毕业生或本行业新人也将获得考虑。
更多工作資料
薪酬 25,000 - 35,000 / 月薪
工種
  • 銀行 · 金融服務 - 顧客服務 · 關係管理
  • 銀行 · 金融服務 - 一般 · 其他
工作地點
  • 尖沙咀
  • 油尖旺區
僱用形式
  • 全職
教育程度
  • 學士
  • 副學士或高級文憑

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