Job Description
What you will do:
1. Acquire up-to-date financial management knowledge and market analysis
2. Provide comprehensive financial and banking advice to clients
3. Constant monitoring of investment portfolios
4. Develop and expand the social network through relationship management
5. Assisting marketing activities
What you can learn:
1. Professional Financial Services
2. Wealth Management & Portfolio Analysis
3. Risk & Saving & Investment Management
4. Retirement Planning
What you will know:
Career Path on Wealth Management Industry
Difference between private and retail bank, insurance company, brokers.
What you will gain:
Lucrative Bonus package
Special holiday packages
*Gain accreditation from the internationally acclaimed Million Dollar Round Table association
Job Requirements
Graduation Year: 2018 - 2020
Education Level (pursuing/obtained): Doctorate or above, Master / Postgraduate Diploma, Bachelor
Mature, self-motivated, hardworking and willing to learn
Energetic and outgoing
Good interpersonal and communication skills
Fluent in Cantonese and English is a must, Mandarin is an advantage
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