Funds Management

Full time Job Description: <br><br> - Assess clients’ financial situations by conducting financial needs analysis<br> - Analyse and provide total package of financial services planning <br> - Provide comprehensive wealth management services to clients from Hong Kong and China market, including:<br> 1. Risk Management<br> 2. Retirement Planning<br> 3. Asset Allocation<br> 4. Estate Planning<br> 5. Corporate Planning<br> - Build up close business relationship with clients and review their financial portfolios<br> - Build up and manage financial planning team<br> - Train up to be a leader with promising career ladder<br><br><br><br>Management Trainee Program:<br><br>1. Take Part in Professional Financial Services Training<br> - Wealth Management & Portfolio Advice<br> - Investment & Risk Management Planning<br> - Business Development<br><br>2. Participate in Comprehensive Training Sessions<br> - Leadership & Entrepreneurship Coaching<br> - Marketing Strategy Development <br> - Communication & Interpersonal Skills<br><br>3. Engage in Financial and Insurance Industry<br> - Acquire Up-to-Date Financial Knowledge and News<br> - Receive Networking Opportunities<br> - Explore Multiple Channels and Connections<br><br><br><br>Our Benefits:<br><br>Over 100 hours well-structured and comprehensive mentoring session to equip you with necessary Practical Knowledge<br>Up-to-Date Financial and Medical Lectures from different experts. Professional Marketing and Sales Techniques Coaching Package<br>Excellent 'Fast-Track' Career Path to Senior Manager / Unit Manager<br>Monthly income from HK$2K to 8.3K, plus Remuneration, Allowance, Year-End Bonus, Fringe Benefits and more<br>Dynamic Working Environment, Flexible Working Hours<br>Special Occasion. eg. Overseas trips & Birthday Gifts<br>Requirements:<br><br>Degree holder in all discipline<br>Goal oriented, self-motivated and results driven<br>Good interpersonal and communication skills<br>Experience in financial industry or background in Mainland will be an advantage<br>Attention to details, with superior organizational skills and ability to prioritize tasks<br>Ability to work in a fast-paced, evolving environment<br>Candidates without relevant experience are welcomed