Wealth Planning Manager

<p>Wealth Planning Manager</p><p>Location: Kowloon City, Cheung Sha Wan</p><p>Classification: Wealth Planning (Banking and Financial Services)</p><p>Job Type: Full-time</p><p>Monthly salary: $60,000 - $90,000 per month</p><p>We are looking for:</p><p>- [ ] Holders of various professional degrees</p><p>- [ ] Energetic, outgoing personality</p><p></p><p>- [ ] Priority will be given to those with 1 to 2 years of work experience</p><p></p><p>- [ ] Holders of Hong Kong work permits are also eligible</p><p>- [ ] Able to speak fluent Cantonese and Mandarin is preferred</p><p>Responsibilities:</p><p>- [ ] Understand customer needs and provide professional financial advice</p><p>- [ ] Manage clients’ wealth assets through investment tools</p><p>- [ ] Provide customers with the latest financial news</p><p>- [ ] Provide financial analysis, investment, savings, retirement, MPF and risk management services (capital investment immigration consultation, asset management, bond and mutual fund investment, securities and futures trading, risk management, premium financing)</p><p>- [ ] Provide high-end and wealth management services to high net worth individuals and Chinese customers</p><p>- [ ] Provide enterprise customers with enterprise solution planning</p><p>- [ ] Provide quality after-sales service, maintain good customer relationships</p><p>We provide:</p><p></p><p>- [ ] Salary starts from 60,000 Hong Kong dollars + salary and benefits</p><p></p><p>- [ ] Special holiday package (two company trips per year)</p><p>- [ ] Overseas study experience</p><p>- [ ] "Hard work, and play hard" work environment and endless fun</p><p>- [ ] Explore business opportunities in Mainland China and Hong Kong</p><p>Job Description:</p><p>1. Provide professional investment planning to customers or companies</p><p>- [ ] Wealth management and investment portfolio advice</p><p>- [ ] Investment planning</p><p>- [ ] Retirement planning</p><p>- [ ] China Business and Capital Investors Entry Scheme (CIES) planning</p><p>- [ ] Provide enterprise solutions</p><p>2. Management hierarchy</p><p>- [ ] Team building strategy planning</p><p>- [ ] Learn leadership, recruitment and managing teams</p><p>- [ ] Provide marketing strategy skills</p><p>3. Continuous self-improvement</p><p>- [ ] Achieve professional goals (Million Dollar Round Table (MDRT), Super Member (COT), Top Member (TOT), Certified Financial Planning Consultant (CFPCM), Chartered Financial Consultant (ChFC), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) etc.)</p><p>- [ ] Acquire the latest financial knowledge and information</p><p>- [ ] Develop better interpersonal communication skills</p><p>4. Development path and benefits</p><p>- [ ] Structured career development path and solid training that covers all aspects of management</p><p>- [ ] Achieve annual goals to receive sponsored travel</p><p></p><p>We are always welcome excellent talents!</p>