Management Associate (Insurance and Wealth Management)
Entry Requirements:
University graduates with bachelor
Candidates with valid Hong Kong Identity Card / Dependent Visa / IANG visa is a MUST
Strong interpersonal, communication and presentation skills.
- Result oriented with positive attitude
- Aim for self-actualization for better life
Job Descriptions:
Assess clients financial situations by conducting financial needs analysis
Analyze and provide total package of financial services planning
Provide comprehensive wealth management services to clients from Hong Kong and China market, including:1. Risk Management2. Retirement Planning3. Asset Allocation4. Estate Planning
Build up close business relationship with clients and review their financial portfolios
Build up and manage wealth management team
Benefits:
Monthly allowance HKD 10-20K + uncapped commissions + competitive performance bonus
Great promotion opportunities with highly rewarding career
Professional Training with lots of training resources
- Full sponsored overseas conventions and trips as performance reward
- Fast track for career promotion and built own sales team
The first step to success road just kick Apply Now
Information :
- Company : CPjobs.com
- Position : Management Associate (Insurance and Wealth Management)
- Location : Kwun Tong, Kowloon Peninsula
- Country : HK
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Post Date : 2025-07-07 | Expired Date : 2025-08-06