Job Functions
1 Location(s)
Work types
HK$
Listed any time
Experience
Education level
Benefits
Industry
Job Functions
1 Location(s)
Work types
HK$
Listed any time
Experience
Education level
Benefits
Industry
About 124 jobs

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1 year


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Higher Diploma or Associate Degree

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3 years


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$17K-25K/Mth

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1 year


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$20K-25K/Mth

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  • Medical Insurance and other benefits

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2 years


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Wealth Management Client Manager

Three Times Cultural and Communication Company
Education / Training
HK $20K-30K/Month
Bachelor
1 year
Work visa required
Full Time
Wan Chai,Causeway Bay

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Job Description

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:


Languages
Mandarin
Cantonese
English
Skills
Financial Services

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wong wa
Three Times Cultural and Communication Company · hr
Recently active

Company Overview

We are a professional, cohesive and energetic insurance team, with youthfulness and professionalism as our characteristics. Currently, our main colleagues in Beijing are classmates who graduated with a master's degree in Hong Kong, or high-caliber or talented individuals who came to Hong Kong from a QS100 background. We have an excellent reputation and rich experience in the Hong Kong insurance market. We are dedicated to providing our customers with the highest quality insurance services, while also providing comprehensive support and training to team members to help them achieve their career dreams. 【Our advantages】 1. Professional training: Daily training on different topics, covering medical care, fund investment logic, the latest investment market analysis, case analysis, and sharing of the latest medical technology by Hong Kong specialist hospitals, allowing you to quickly grow into an industry expert. 2. Team atmosphere: Young and energetic, positive and proactive, helping and supporting each other, and making progress together, allowing you to feel the warmth of home in your work. 3. Career development: Clear promotion channels, as long as you have the ability and ambition, you can stand out in our team and move up to a higher position. 4. Customer resources: We have rich customer resources, providing you with a broad space for business expansion, helping you quickly accumulate performance.


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