Sales

SALES - FINANCIAL SERVICES (INSURANCE, UNIT TRUST, (Staff)
Harcourt Road, Admiralty, Hong Kong 18 23 Admiralty Center 1 Floor
Hong Kong - Hong Kong -

DESKRIPSI PEKERJAAN

Bring in own clients and AUM to generate revenue Build, develop and maintain client relationships by providing solutions to meet clients’ wealth management needs and risk appetite Develop channels to sell company’s products and services Monitor clients’ portfolios and provide timely updates to clients and the company for risk management purpose Complete regular and ad hoc tasks assigned (for Trainees) Support daily operations and client servicing (for Trainees)
REQUIREMENT

Degree holder with minimum 1 year work experience (Fresh Graduates are welcomed for trainee role) Strong network and connection with HNW individuals or corporates in Greater China or ASEAN countries is a plus Experience or network with local and overseas financial institutions such as fund houses, family offices, insurance companies, hedge funds, pension funds and brokers is a plus Be responsible, coachable, detail minded, attentive, initiative and friendly Be able to communicate effectively in Mandarin and English Holder of SFC Type 1 Licenses OR passed HKSI Papers 1, 7, 8

DETAIL LOWONGAN
  • Umur -
  • Min GPA -
  • Min. Qualification D3
  • Min Experience Staff

LOKASI KERJA

Address

Hong Kong

GAMBARAN PERUSAHAAN

-

https://www.yuanta.com.hk/

100-250

Formal

English

Keuangan/Bank

85235557888

monday - saturday

-

FOTO PERUSAHAAN

Lokasi Perusahaan Harcourt Road, Admiralty, Hong Kong 18 23 Admiralty Center 1 Floor