Wealth Management Manager

Responsibilities:

1. Provide professional financial and insurance analysis services to customers, including risk management planning, investment planning, wealth management, and retirement planning.

2. Evaluate the customer's financial situation and goals, and develop suitable financial strategies and solutions.

3. Regularly follow up on customers’ financial situation, adjust financial plans to respond to market changes and personal needs.

4. Introduce financial products and services to customers, helping them understand various investment choices and insurance schemes.

Requirements:

1. High sense of responsibility and integrity ensure that we provide the best quality service to our customers.

3. Have good learning and adaptation abilities, constantly update your professional knowledge to cope with market changes.

Benefits:

1. Professional and comprehensive financial planning training course, helping you quickly master industry knowledge and skills.

2. New employee attendance bonus and incentives, allowing you to have a stable income even in the early stages of your career.

3. Unlimited income mechanism, your hard work will directly reflect on your income.

4. Good and autonomous promotion ladders, where you can achieve your career development goals based on your skills and performance.