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1. Actively cooperate and participate in high-end channel activities planned by the marketing department, expand and develop institutional customers and high net worth individual customers, provide them with all-round wealth management services, and complete the sales targets set by the company;

Participate in market developing activities and develop high profile clients. Provide professional investment advice and achieve sales targets

2. Actively communicate with target customers, or communicate or network with potential customers who call or visit you actively, answer various questions about financial investment from customers, and showcase a mature, efficient, professional, and elegant professional image

Keep in contact with target clients in various ways, to solve their concerns on financial service investment products， delivering a mature and professional image.

3. Research and analyze the wealth management needs of institutional clients and high net worth individuals, and propose product design suggestions to the company;

Learn the clients’ wealth management needs. Provide suggestions to company products.

4. Process customer inquiries, suggestions and complaints, maintain customer relationships, and manage customer information;

Deal with clients consulting needs, suggestions and complaints. Keep record of clients profile information and maintain clients relationship.

【Qualifications】

1. Hold a university degree, with a financial, management and insurance consulting industry background being given priority;

University degree. Priority will be given to candidates with financial service, management experience, insurance or consulting experience.

2. Familiar with financial industry marketing and management skills, have good coordination and communication skills and good interpersonal relationships;

Be familiar with financial service industry. Skilled at business negotiation and inter personal skills.

3. More than 2 years of high-end industry sales experience is preferred (such as asset allocation, high-end English training, high-end property sales, etc.)

Priority will be given to candidates with over 2 years sales experience in high-end industry.

4. A team player with ability to work under pressure

Strong team awareness, high work stress capacity

【Remuneration and Benefits】

1. Systematic training provided to new comers, ranging from markets, company and products, to presentational skills and interpersonal skills.

The company provides systematic and professional training to new employees, including market, company and product aspects, as well as employee expression and interpersonal communication skills;

2. New employees will be provided opportunities to attend training in company center in Hong Kong.

New employees can visit and learn from the largest and most professional third-party wealth management company and international top financial institutions in Hong Kong;

4. Young and vibrant team culture. Various incentives provided to employees such as domestic and overseas travel opportunities.

Relaxing and lively team culture. The company provides a variety of travel incentives, including domestic and overseas trips;

5. Broad platform with clear and aggressive career path for young professionals. Staff with excellent performance will be given transfer permissions to work in Hong Kong.

Broad platform, good and clear career development path; colleagues with excellent performance, the company can apply for a specialist introduction plan to develop their careers in Hong Kong