Business Development Manager

Harris Fraser Corporate Services Limited; Hong Kong; Vor Ort; HKD 446.000 - 558.000; Vollzeit

Zusammenfassung

Harris Fraser Corporate Services Limited 在香港灣仔區招聘一名金融与财富管理顾问，提供综合金融与财富管理方案，维护客户关系，定期进行财务评估以确保客户满意与业务留存。

候选人需具备IA及/或SFC牌照，拥有3-5年金融或保险机构经验，具备出色的沟通能力，能主动独立工作。优先考虑具备认证理财规划师或相关资格者。

Qualifikationen

• 具备IA和/或SFC牌照。
• 良好沟通能力，能用中英文进行书面与口头沟通。
• 具备相关金融/保险行业工作经验者优先。

Aufgaben

• 为客户提供综合金融与财富管理解决方案。
• 维护与客户的良好关系，定期进行财务评估以确保客户满意与业务留存。
• 提供面向客户的金融、资产与风险管理建议。
• 了解并遵守相关法规，确保合规要求得到执行。

Kenntnisse

沟通能力

积极主动

独立工作能力

Ausbildung

高中及以上学历（DSE/同等学历）

Jobbeschreibung

Responsibilities

• Provide comprehensive financial and wealth management solutions to clients
• Maintain a good relationship with clients and conduct regular financial reviews to ensure customer satisfaction and retention of business
• Provide customer-oriented financial, asset and risk management advices to clients
• Maintain sound knowledge and understanding of applicable legislation and regulations to ensure compliance requirements are observed at all times

Requirements

• Holder of IA and/or SFC licenses
• 3-5 years of prior experience in financial or insurance institutions preferably inMainland China
• Excellent communication skills, both written and verbal
• Pro-active, self-motivated and able to work independently
• Holder of relevant investment and insurance licenses with Certified Financial Planner or other relevant qualification an advantage
• IANG, TTPS, QMAS are welcome to apply

More Job Information

Salary

• 40000 - 50000 / MONTH

Job Function

• 銀行 金融服務 - 一般 其他

Location

• 灣仔區

Employment Term

• 全職

Education

• 中五至中七或DSE