Wealth Management Manager



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Title Wealth Management Manager

Categories Consumer Banking, Investment Banking

Details

Highly motivated individuals are prime applicants, as this is an opportunity highly dependent on each individual’s determination for success, controlling their career and compensation. This is a front-line role, and as a the bank’s initial representative personal approach to business that starts with a face-to-face meeting between a Financial Advisor and an individual investor.

Responsibilities:

  • Work autonomously while being supported by an international financial services leader
  • Build your business by identifying and cultivating prospective clients
  • Help clients to determine financial and investment needs, and utilize sales skills to effectively recommend suitable financial products
  • Be trained in financial products to suit a variety of objectives and risk levels
  • Analyze customers’ insurance and investment needs and offer appropriate products
  • Meet individual sales targets and branch performance goals to ensure the continued growth of the business
  • Ensure a professional sales strategy and maximize sales potential through a proactive and enthusiastic approach

Future Possibilities:

  • Earn commissions, bonuses, and incentive based on your production
  • Receive world-class financial and business development training
  • Have the opportunity to be recognized and promoted within the bank
  • Work for the company one of the largest financial services provider in the world

Requirements:

  • University graduate with 2-5 years’ experience in sales with proven selling and influencing skills
  • Insurance and investment licenses required; applicants only currently holding one of the two may also be considered
  • Have a basic understanding of personal investment services and products
  • Strongly self-motivated and results-driven attitude
  • Negotiating and influencing skills
  • Customer orientated and a team player
  • Ready to achieve and succeed
  • Must be focused, disciplined and exhibit high personal standards
  • Posses strong interpersonal and excellent communication skills in Cantonese, English – Mandarin a bonus

Compensation package highly commensurate accordingly to experience.

 

Apply Now!



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