We are seeking a Wealth Management and Protection Manager to meet with clients, develop customized f
岗位职责
As a Wealth Management and Protection Manager, you will be responsible for meeting with clients to understand their financial goals and risk tolerance.
You will develop customized financial plans and investment strategies tailored to each client's needs.
Additionally, you will manage client relationships, ensuring ongoing communication and support to adapt plans as circumstances change.
Your role involves leveraging a tailored sales system to efficiently manage client portfolios and drive business growth.
申请条件
University degree (Bachelor, Master, or PhD) required.
Fresh graduates are welcome.
No prior work experience necessary.
Must be a Hong Kong resident or hold a valid permit to work legally in Hong Kong.
雇主简介
As a Wealth Management and Protection Manager, you will be responsible for meeting with clients to understand their financial goals and risk tolerance.
You will develop customized financial plans and ...