Wealth Manager Trainee 財富管理經理

ZEBUL Branch | Quarry Bay, Hong Kong Island | HK

Job Highlights

  • Professional training in Wealth Management sectors (Risk Management/ Saving Management/ Investment Management/ Retirement Management)
  • Competitive salary and high commission is offered.
  • Bonus and overseas conventions are provided.
  • Professional Team with best support

Working Responsibilities

  • Assess clients current financial status by conducting financial needs analysis.
  • Offer Professional financial advice to clients
  • Offer all-rounded financial solutions to clients, including risk management, retirement planning, asset allocation, investment and so on.
  • Attend Professional Training courses and One month internal training program will be provided.

Entry Requirements

  • Degree Holder in All Disciplines
  • HK I.D Card holder and Welcome Mainland China Fresh Graduates with IANG
  • Fresh Graduates are welcomed

Benefits

  • Attractive bonus
  • Overseas conventions plus excellent career path
  • Excellent, well-structured and comprehensive in-house training programs led by our experienced and well recognized mentors
  • Flexible working hours
  • Comprehensive and well-structured development programs help you to become a member of Million Dollar Round Table (MDRT*)
  • Fast-track advancement opportunities. Outstanding individuals will have an opportunity to get promotion to Managing Level.

Contact Us：

- WhatsApp：9504 9535

-工作福利

提供留港工作簽證

財富管理行業的專業培訓（風險管理/儲蓄管理/投資管理/退休管理）

提供每月花紅（$ 10000 + ）和高佣金，提供獎金

參加海外會議

專業團隊提供最佳幫助

-工作職責

進行通過財務需求分析來評估客戶的當前財務狀況

為客戶提供專業的財務建議

為客戶提供全方位的財務解決方案，包括風險管理，退休計劃，資產分配，投資等

參加專業培訓課程和一個月的內部培訓課程

-入職要求

所有專業的學位持有者

香港身份證持有人或IANG

歡迎應屆畢業生

-好處

高額的獎金

海外旅行會議及有規劃的職業道路

由經驗豐富的導師指導，提供全面的培訓計劃

靈活的工作時間

全面的培訓計劃，以百萬圓桌會議（MDRT）成員為目標

快速晉升階梯

聯繫方式：

WhatsApp：9504 9535

工作類型: 全職, 自由工作

薪酬： $20,000.00至$30,000.00（每月）

福利：

  • 在職專業培訓
  • 晉升機會
  • 彈性上班時間
  • 醫療保險

補充薪酬：

  • 年終獎金
  • 佣金
  • 表現花紅

教育程度:

  • 學士 (優先考慮)

語言:

  • 廣東話 (優先考慮)
  • 英文 (優先考慮)
  • 普通話 (優先考慮)

Information :

  • Company : ZEBUL Branch
  • Position : Wealth Manager Trainee 財富管理經理
  • Location : Quarry Bay, Hong Kong Island
  • Country : HK
Next Process

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Post Date : 2025-04-26 | Expired Date : 2025-05-26

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