职位职责:
Job Description(职位描述)
We are seeking a highly qualified candidate with passion and purpose in the financial and wealth management to join our team as Wealth Management Manger(Fresh Graduates Welcome)
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(欢迎应届毕业生,提供优厚津贴)
We offer competitive package,on-the-job training and special allowance to successful candidate.
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.Provide consultative needs analysis such as risk management planning,investment planning,wealth management and retirement planning
-提供咨询需求分析,如风险管理规划、投资规划、财富管理和退休规划
2.Provide comprehensive and professional financial solution to potential clients on a basis of 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
3.Maintain good customer relationship
-维护良好的客户关系
4.Provide customers with administrative services such as claims and renewal
-为客户提供理赔、续保等行政服务
职位要求:
Bachelor ‘s Degree or above
本科以及以上学历
Fresh graduates and overseas fresh graduate are welcome
欢迎应届毕业生和港漂毕业生
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 also independently
作为团队合作者也可以独立工作
Experience in the finance industry or with mainland network will be preferably
有金融行业或内地背景加分