Training:
培訓
Systematic Training for Wealth Management Manager
為培養財富管理經理而量身定制的系統化培訓,助力成功
Career Development:
職業發展機會
Future development opportunities in the Greater Bay Area
未來大灣區的發展機會
公司将协助成功入职者续签IANG/高才/优才,受养人需自行申请续签,非应届IANG可协助首签。
Company will assist in renewing the Top Talent/Quality migrant/Residence as dependants/IANG VISA
工作地点:香港/内地 弹性工作可以两地兼顾
职位职责:
Job Description(职位描述)
We are seeking goal-orientated and high- quality candidates with passion to join us as Wealth Management Manger to develop wealth management solutions based on client’s needs.
我们正在寻找对金融理财行业有热情和有目标的高素质候选人加入我们的团队,担任财富管理经理, 根據客戶的需求,制定財富管理的解決方案。
We offer competitive packages, on-the-job training and special allowance to successful candidates.
我们为成功的候选人提供有竞争力的薪资套餐、在职培训和未来发展平台
Key responsibilities(主要责任)
1.Develop and maintain customer relationships. Signing deals with customers through various channels and providing services to them.
-开拓维护客户资源,通过各种渠道,签约,服务广大客户以及高净值客户
2.By providing needs analysis to mid-to-high-end private clients, we help clients formulate asset allocation plans, and recommend products that meet client needs, such as health protection, risk management planning,investment planning,wealth management and retirement planning.
-通过对中高端私人客户需求进行分析,帮助客户制定资产配置方案,并向客户提供建议,推荐符合客户需求的产品,如医疗保險,风险管理规划、投资规划、财富管理和退休规划
3.Provide comprehensive and professional financial solutions to potential clients based on a wide range of investment and insurance products.
-基于广泛的投资和保险产品,为潜在客户提供全面、专业的金融方案
4.Maintain good customer relationships.
-维护良好的客户关系, 为广大客户以及高端客戶提供持續性的服務
5.Provide customers with administrative services such as claims and renewal support.
-为客户提供理赔,续保等行政服务
职位要求:
Bachelor ‘s Degree or above
Finance, marketing and other related majors are preferred, and those with relevant insurance qualifications (No. 1 and No. 3 licenses) are preferred
本科以及以上学历
金融,市场营销等相关专业优先,有相关保险从业资格(1,3号牌照)者优先考虑
Holders of TTPS visa, QMAS visa, IANG visa and Dependent visa are welcome
欢迎高才/优才/受养人/非本地毕业生簽證持有人遞交申請
Fluency in Putonghua, good in English
普通话流利,英语良好
Good communicating and presentation skills. Responsible, self-motivated,
keen learner.
良好的沟通和表达技巧,有责任心、上进心、学习热情
Work as a team player and also independently.
作为团队合作者也可以独立工作
2 or more years’ experience in the financial industry is preferred. High net worth customer resources accessibility is preferred. Experience with mainland customers and people networks are preferred.
2年或以上金融行业,或有高净值客户资源者优先考虑,有内地背景加分
Benefits offered by SV group.
由宏星提供福利
Candidates who wish to continue their studies will be encouraged to participate in SV group’s master courses in business administration.
-鼓励候选人持续学习,提供进修课程以考取工商管理硕士(MBA)资格
Courses for professional designation in financial planning industry.
-提供理财策划专业课程,以考取“注册财务顾问”资格
Overseas conventions sponsored by SV Group.
-由宏星集团资助海外业务会议
Provide opportunities to develop teams and businesses serving the Greater Bay Area.
-提供发展团队和生意的机会以滿足大灣區市場需要