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Management Trainee - Wealth Management Manager (財富管理經理)

Keywords / Skills : Good in Communication Skills, Diligence, Financial Planning, Financial Analysis

0 - 5 years
Posted: 2018-01-29

Nationality
China, Hong Kong (Candidates authorized to work in the above mention countries are also eligible to apply)
Industry
Banking/ Financial Services
Insurance
Recruitment/Staffing/RPO
Consultancy
Market Research
Function
Sales/ Business Development
Finance & Accounts
Banking, Insurance & Financial Services
Role
Insurance Advisor - General
Fresh Graduate
Management Trainee
Investment Advisor
Education
Bachelors/ Degree, Masters/ Post Graduate, PhD/ Doctorate
Posted On
29th Jan 2018
Job Description
1.在保险的风险管理,储蓄,投资及退休计划上,提供专业理财建议给准客户
2.在香港及内地开拓客源,有需要到内地见客
3.对客户的咨询,保险赔偿等事宜尽责,致力与客户保持良好关系
4.建立个人团队
1.To provide advices to potential clients in different aspects of insurance,savings,investment and retirement plan
2.To find client source from Hong Kong and Mainland China
3.To keep up a good relationship with clients
4.To develop own sales-team