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HK$
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Education level
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Industry

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Bachelor

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專業財富管理諮詢

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灏美公司

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每週工作6天,每天7.5小時

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$11K/Mth

相關工作經驗要求低,小六程度即可

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月薪$11489,不包括加班工資

金盛人力

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1 to 3 years


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$11K/Mth

一年相關工作經驗

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5 to 10 years


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$30K-40K/Mth

昇捷管理服務有限公司

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1 to 3 years


No degree required

$11K/Mth

月薪$11489(不包括超時工資)

小六程度 一年相關工作經驗

10:00-20:00(當中包括1小時用膳時間)

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Diploma of Secondary School

$20K-50K/Mth

創意思維與豐富經驗要求

保險經紀領域策略規劃

健康保險與退休保障計劃

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Haomei Corporation
Posted 3 months ago
HK $20K-30K/Month
Bachelor
No experience limit
Work visa required
Full Time
9.0 hrs/day, 5 days/wk

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Work benefits
Flexible working hours
5-day week
Additional subsidies

Job DescriptionTranslate to English
Wealth management, able to speak fluent Mandarin
Job Responsibilities

  • Responsible for providing professional wealth management consulting services to customers, according to their financial situation and risk tolerance, to formulate appropriate asset allocation plans
  • Assist customers in portfolio planning, covering stocks, bonds, funds, insurance and other financial products for analysis and advice
  • Regularly track market dynamics and economic trends, and adjust investment strategies in real time to respond to market changes
  • Maintain and deepen existing customer relationships, while actively developing high net worth potential customers, and improving business scale and customer satisfaction
  • Collaborate with internal teams to complete customer requirement evaluation, risk review, and follow-up service processes, ensuring service quality and compliance

Work requirements

  • Have wealth management or relevant financial work experience, familiar with various investment products and financial tools
  • Able to speak fluent Mandarin, with good communication skills, and able to clearly explain complex financial concepts to customers
  • Preference will be given to those with basic financial qualifications (such as trusts, insurance, securities, etc.)
  • Respect customer privacy and professional ethics, with a high sense of responsibility and service enthusiasm
  • Independent work ability, and at the same time able to achieve goals through team collaboration

Languages
Mandarin
Cantonese
English
Skills
Project Finance
Banking Operations
Online Banking

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De De Leung
Haomei Corporation · HOMEI CO
Active within 3 days

Job Location

Windsor House-Causeway Bay, Wan Chai

銅鑼灣告士打道311號26楼

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