Wealth Management Manager 财富管理经理, up to 40K

Job Descriptions：

• Provide comprehensive financial planning advice to clients;
• Build and drive sales teams to grow business;
• Develop and execute overall wealth plans and recommendations for different types of investment and insurance products and services across client segments;
• Develop and enhance client needs in wealth planning and portfolio management.

職位描述：

• 為客戶提供全面的財務策劃建議；
• 建立並推動銷售團隊以促進業務發展；
• 制定、開發和執行跨客戶群體的不同類型的投資和保險產品和服務的總體財富計畫和建議；
• 開展並加強客戶在財富規劃和投資組合管理方面的需求。

Requirements:

• University graduate;
• 1 – 3 years of relevant experience;
• Hold IIQE Paper 1, 3;
• With IIQE Paper 4, 5 would be an advantage;
• Good command of both written and spoken English and Chinese (Cantonese and Putonghua);
• Excellent interpersonal and communication skills;
• Self-motivated, well-organised, detail-minded, and good sense of responsibility.

職位要求：

• 大學畢業；
• 1 – 3 年相關經驗；
• 持有IIQE Paper 1、3資格證書；
• 具有IIQE Paper 4、5資格證書是優勢；
• 良好的英語和中文（廣東話和普通話）書面和口語能力；
• 優秀的人際溝通和溝通能力；
• 自我激勵、組織能力強、注重細節、良好的責任感。