1 Job function
1 Location(s)
Work type
HK$
Listed any time
Experience
Education level
Benefit
Industry
1 Job function
1 Location(s)
Work type
HK$
Listed any time
Experience
Education level
Benefit
Industry

Tsim Sha TsuiClient & Sales Administration

 About 34 jobs

3 to 5 years


Higher Diploma or Associate Degree

$15K-45K/Mth

提供專業理財規劃服務

需CFP、CFA等專業證書

要求2年以上財富管理經驗

宏源國際

  • Active recently

1 to 3 years


Bachelor

$17K-20K/Mth

Plenus Family Office

  • Active within 7 days

Quick reply

New

Less than 1 year


Higher Diploma or Associate Degree

$17K-22K/Mth

No experience limit


Bachelor

$20K-30K/Mth

No experience limit


No degree required

Salary negotiable

Competitive salary and commission-based compensation

Proven track record in sales or consultative role

Strong communication and negotiation skills

No experience limit


Higher Diploma or Associate Degree

$20K-50K/Mth

Audrey zhang

  • Active within 3 days

No experience limit


No degree required

$37K-74K/Mth

1 to 3 years


Form Three

$2K/Mth

0-3 Years Merchandising Experience

Travel China Frequency

Proficient in English, Cantonese, Mandarin

1 to 3 years


Form Three

Salary negotiable

全國A類知名商場實體門店

零售類門店銷售經驗1~3年

時尚品味和審美搭配能力

Quick reply

5 to 10 years


Diploma of Secondary School

Salary negotiable

Sales administrative support (handle US/EU retailers’ account)

Minimum 5 years’ merchandising experience in toys, gift & premium industry

5-day work week, competitive salary, DP, Bonus, Medical & Dental

GETMORE

  • Active within 3 days

Wealth Management Consultant

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MacroSource International
Financial Services
Posted within 3 months
HK $15K-45K/Month
Higher Diploma or Associate Degree
3 to 5 years
Work visa required
Full Time
8.5 hrs/day, 5 days/wk

Send application message

Work benefits
Competitive pay
Discretionary bonus
Year-end bonus
Flexible working hours
5-day week
Medical plan

Job DescriptionTranslate to English
<div>Job Responsibilities:<br><ul><li>Provide professional and comprehensive financial analysis and advice to customers, helping them clarify their short-term and long-term financial goals.</li><li>Analyze and review the client's existing investment portfolio, income, expenses and risk tolerance, and evaluate their overall financial situation.</li><li>According to the customer's personal needs and life stage, tailor a suitable financial planning solution, covering savings, investment, insurance, retirement planning, etc. </li><li>Utilize the company's diverse financial products and services to help customers effectively allocate their assets and achieve their wealth preservation and appreciation goals.</li><li>Regularly track customer financial status and market changes, timely propose adjustment suggestions, and ensure that financial plans continue to meet customer needs.</li></ul></div><br><div>Requirements:<br><ul><li>Have a bachelor's degree or above in finance, economics, accounting or related fields, and those with CFP, CFA, FP or related professional certifications are preferred.</li><li>With at least 2 years of wealth management, financial planning or financial services-related work experience, familiar with investment tools and asset allocation strategies.</li><li>Proficient in financial analysis and risk assessment, able to independently complete financial statement interpretation and planning report writing.</li><li>Have excellent customer communication and relationship management skills, and be able to build long-term trust-based cooperative relationships.</li><li></li></ul></div>

Languages
Cantonese
English
Mandarin
Skills
Client Handling
Client Services
Customer Support

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Nicole Mo
MacroSource International · 執行副總裁
Active recently

Job Location

港威大廈:第2座 23A/F Unit 01-Tsim Sha Tsui, Yau Tsim Mong

尖沙咀廣東道25號海港城23

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