Provide professional financial plans to individual clients on wealth management, medical and life insurance, retirement scheme, investment, etc.
Provide benefit packages to corporate clients such as MPF, Group Medical, Business Insurance, etc.
Build up close business relationship with clients and ensure the delivery of excellent customer experience
Maintain the high-quality standard relationship with our existing clients
Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines
Minimum 3 years relevant experience in financial or banking industries
Passes in IIQE Examinations Paper would be a plus
IA licensed technical representative preferred
Strong client network and good interpersonal communication skills
Good knowledge on wealth management products
Sales-oriented with good relationship building and customer service skills
Good command of written and spoken English and Chinese (including Mandarin)
Candidates with less experience will be considered as Wealth Management Manager
Chief Champion Financial Services company Ltd. is a leading financial service group that specializes in HNW wealth management expands into areas including family wealth management, risk management, wealth inheritance and offshore trust consultation with professional services on legal affairs, tax consultation and quality financial housekeeper in great Asia pacific area. The portfolios we provide are in line with the expectation of our clients with “honest, enterprising, gratitude and responsible” as our working philosophy, in order to sustain the family spirits of our noble clients and preserve their family legacy.
With partners from China and the world’s leading institutions, including private banks, brokerages, insurance companies etc, we work rigorously with lofty aspirations. We understand both China and the world. Aim to obtain a prosperous return to our clients, many of our portfolios are constructed infusing the professional opinions on investment and risk management both in China and the world.
We provide great opportunities to our employees with a competitive benefit package and a clear career development path with “open mind, fair play” as our talent concept. We are geared to becoming an influencing company to the society by fulfilling our social responsibility, enabling the best managers and consultants to provide best-in-class solutions to our clients via the platform we provide. The elites from the banking, securities and insurance industries can obtain great opportunities and witness their growth to capture their future.