Wealth Management Client Manager

Job Responsibilities:
1. Through professional wealth planning, help people achieve their personal goals, promote all-round insurance and financial products and advice to high-end customers or enterprises, including retirement and inheritance planning, family trust, savings management, medical and critical illness insurance, children's education fund, overseas asset allocation, etc. Conduct investment portfolio analysis and provide reallocation advice.
2. Seek new business and long-term cooperative relationships. Expand and maintain the Greater China critical illness insurance and other medical insurance markets and customer relationships, mainly focusing on domestic promotion of Hong Kong's private medical system. Promote diversified currency savings investment schemes, including RMB, USD, and EUR. Assist.
3. Lead and recruit new colleagues, share work experiences more often, and maintain a good team atmosphere.

Applicant requirements:
1. Hold a high talent (TTPS)/exceptional talent (QMAS)/specialist/dependent visa.
2. Bachelor's degree or above, fluent Mandarin for daily communication.
3. Familiar with the mainland market, those with relevant financial work experience are preferred.
What will you get: